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Classroom educators are coping with hybrid plans and pension fund shortfalls.
Arizona. Kentucky. Massachusetts. Michigan. Pennsylvania. Rhode Island. Tennessee. In these states and others, teachers are concerned about their financial futures. The retirement programs they were counting on have either restructured or face critical questions. Read more »

Educators IPERS Pension Retirement Teachers

 

Small business decisions can be complicated. Join us for a complimentary workshop on Thursday, March 1. Read more »

 

What standbys did tax reforms eliminate?

Are the days of itemizing over? Not quite, but now that H.R. 1 (popularly called the Tax Cuts & Jobs Act) is the law, all kinds of itemized federal tax deductions have vanished. Read more »

Deductions IRS Itemized Deductions Tax Reform Taxes

 

Here are some things you might want to do before saying goodbye to 2017.

What has changed for you in 2017? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to review your finances before this year ends and 2018 begins. Read more »

charitable gifts gifting tax planning year-end money moves