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Category: Education


Cryptocurrency Tax Laws: What U.S. Taxpayers Should Know as Tax Day Approaches 

Seth Wilks | Yahoo Finance | May 10th, 2021
Category: Education

Did you trade or sell Bitcoin, Ether, or other digital currencies in 2020? If so, you’ll have information you need to report on your tax return. With the tax

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New mortgage refinance program puts hefty savings in reach for millions 

Nancy Sarnoff | Yahoo Finance | May 3rd, 2021
Category: Education

More than 2 million homeowners who thought they couldn't afford to refinance their mortgages — which can provide huge savings over time but takes a bit

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Here are 5 ways to squeeze every last penny out of your 401(k) 

Sam Swenson | The Motley Fool | Apr 12th, 2021
Category: Education

Having a 401(k) is one thing. Making the most of it is another. One of the best things you can do for your financial future is to ensure you're getting all that

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The tax deadline's been extended, but you may still owe money by April 15 

Maurie Backman | USA Today | Mar 22nd, 2021
Category: Education

Last year, when the coronavirus outbreak first hit hard, the IRS was quick to respond by postponing the 2020 tax-filing deadline from April 15 to July 15. At a time

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5 tax changes that can take you by surprise this filing season 

Ethan Rotberg | Yahoo Finance | Mar 9th, 2021
Category: Education

Taxes are a fact of life, and so are annual changes in how you file and calculate your federal income tax. But the coronavirus pandemic will mean even more than

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A golfer wouldn't play a course with just one club in his bag. In the same way, asset classes help you diversify and optimize your portfolio.


Think of us as your personal quarterback to help you navigate and mitigate the blindsides of life.


A great chef tastes as he cooks for the best result. A great financial planner checks in to make sure you're on course and adjusts along the way for the best result.