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Social Security and Medicare: The Clock Is Ticking

A recent survey showed that only about half of workers and 6 in 10 retirees are confident that Social Security and Medicare will provide the same value in the future.(1) That’s not surprising.

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A Midyear Tax Checkup May Help Manage Unwanted Tax Consequences

With the tax season a distant memory and summer already here, you have probably stopped thinking about taxes and are busy planning your annual vacation; however, midyear is also a good time for a tax checkup.

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The Employment Situation: A Closely Watched Report

Among all the economic indicators released each month, the Employment Situation is one of the most watched. Each monthly report is highly anticipated and can move the markets.

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Financial Planning Issues for New Parents

As you prepare for life with your new child, it’s time to prepare a new financial plan for your family or make any necessary changes to your existing plan.

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Young African American worker with apron on working in restaurant; concept of working in a job where you receive tips.
Understanding the “No Tax on Tips” Deduction

If you’re one of the estimated six million taxpayers working in a job where you receive tips, you may be interested in learning more about the new “no tax on tips” deduction.(1)

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