Income Tax Basis & Estate Planning

Income tax basis is the base figure you use when determining a gain or loss when property is sold for income tax...

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The Basics of a Living Will

A living will is your written decision regarding medical care that remains effective if you lose the mental capacity to...

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How to Spot & Prevent Elder Financial Abuse

June is Elder Abuse Awareness Month, a time dedicated to shedding light on the various forms of abuse, neglect and...

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Training Employees to Detect Fraud

In an increasingly digital and interconnected business environment, the threat of fraud looms large, posing significant...

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How Will I Manage to Pay for My Child to Attend College?

Being able to send your child to college is near the top of the wish list for many parents, but that diploma doesn't...

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Making Changes to Your 529 Plan

A 529 education savings plan is designed to be flexible and accommodate changes in the account you may need to make...

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The ABCs of 529 Plans

As a tax-advantaged education savings vehicle, 529 plans are one of the most popular ways to save for education today....

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Bank Safely: Fraud Prevention Toolkit

In today's digital age, safeguarding against fraud is paramount. Whether you're an individual or a business owner,...

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The Fundamentals of Disability Insurance

The idea of you or a loved one needing disability insurance is something no one really wants to consider. However, your...

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Providing Financial Security with Life Insurance

Rather than simply dismissing the reasons why one would not want to buy life insurance, let’s take a closer look into...

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