Investment Review

Looking back on stock returns in 2022 may feel like a gloomy exercise, but pull back and look at combined returns for the past four years and things don’t look bad.

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Take Smart Action Now for 2022 Taxes and Beyond

It’s that time, again. Time to take stock of your overall situation and implement a few tax saving strategies before the end of the year. With the following reminders and tips, our goal is to help you lower your tax bill and get a head start on next year’s planning. Fund Retirement Plans If you […]

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529 College Savings Plans

College tuition has historically increased a whopping 6% annually, which makes investing early for college so important. 529 plans are an excellent, tax-free way to save for higher education expenses. How Much to Contribute A contribution to a 529 account is considered a gift to the beneficiary. You can gift up to $17,000 to each […]

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Health Savings Accounts (HSAs)

Health savings accounts are triple tax-advantaged. These accounts have become increasingly popular, as they allow employees access to a tax-deferred means of saving money to pay for medical costs now and in retirement.

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