Author: Nora

A Tax Saving Strategy for Charitable Giving

As a result of the changes to the tax laws, many people who have been able to itemize their deductions in the past may now instead use the higher standard deduction starting with the the 2018 tax year. Many people were concerned that this change would reduce individuals’ willingness to donate to charity.

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Retirement Plans for Individuals

Are you ready to start saving for Retirement?  Perhaps you are looking to supplement your current savings that you have through employer sponsored plans.  Your advisor can help you choose the right plan for you and determine how much to contribute.

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Retirement Planning for Business

As a business owner, one of the most important things you can do is establish a retirement plan for you and your employees. Having a retirement plan increases employee retention and satisfaction. They are also beneficial to the employer by allowing you to max-out your retirement savings.

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