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Stay abreast of the stories and headlines that may impact you.

How We Protect Your Financial Security

Recent Increase in Cyber Attacks Over the past few months, the financial industry has experienced an increase in fraudulent attempts to gain access to client data, through false disbursement requests. In fact, cyber attacks are now considered one of the largest risks to financial markets in 2019. To keep pace with the times, we have…
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Don’t Forget Required Minimum Distributions (RMD’s)!

What Are Required Minimum Distributions (RMD’s)? When you reach the age of 70 & 1/2, Uncle Sugar (The IRS) mandates that you take a minimum withdrawal from your tax-deferred retirement accounts. Why? So he can potentially tax that money! In the year you turn 70 & 1/2 years old, you must withdraw the specified amount by…
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Historical Data May Indicate Future Recession

In U.S. History, We Have Experienced Many Market Recessions: Causes varied greatly and could often be tied to contractionary monetary policy, instituted to reduce inflation. “Contractionary policy refers to either a reduction in government spending, particularly deficit spending, or a reduction in the rate of monetary expansion by a central bank. It is a type…
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New Tax Policy Could Increase Your Taxes in 2018

The Tax Cuts and Jobs Act of 2017 The Tax Cuts and Jobs Act of 2017 reduced federal income tax liability for some, but not all Americans. Wealthy residents of California, New York and other high-tax states could face a higher tax bill, when they file their 2018 return.1 Effects on 2018 Tax Filings: Cuts…
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4 BIG Mistakes People Make: Retirement Planning

Retirement is supposed to be a fulfilling and rewarding chapter of your life — but it can feel less than relaxing if it’s not well planned for. To ensure you’re able to live comfortably in life’s next chapter, start planning early and take advantage of technology to help you monitor your success. Here are four…
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Digital & Financial Tools for Retirees

Crossing the Digital Divide These days, there are plenty of gadgets designed to help us monitor our health, stay in touch, and manage our households. They come in a variety of smartphone apps, wearable devices, computers, tablets and smart appliances. One of the obstacles to widespread adoption is that not all of us grew up…
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