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Client Services
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Medicare Premiums for High-Income Earners
In 2021, some Medicare recipients will see their base premium increase due to two different laws that govern premiums. One law says that ordinary recipients can’t have their standard premium go up by more than the Social Security cost of living increase for that year. Since the cost of living increase in 2021 will be…
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My first big paycheck is finally in the bank – now what?
Recently I have been talking to clients’ kids or grandkids who have just graduated from college and are starting their first jobs as professionals. Some starting salaries can easily be in the low six figures depending on the profession, so a road map that covers how and where to start saving can be beneficial in…
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Understanding Estate Exemption Rules
At the beginning of 2013, Congress made the estate tax exemption permanent at $5 million per person, the 2012 rate, but adjusted the amount for inflation each year going forward. The Tax Cuts and Jobs Act of 2017 further increased the exemption to $10 million with adjustments for inflation until 2025. After 2025, the exemption…
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Why Retirement Savers Should Ignore the Robinhood Hubbub
Long-term investors with diversified nest eggs have little to fear from the GameStop saga.
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Asset Sale vs. Stock Sale: How to Weigh the Options When Selling a Business
One of the main considerations when selling a business is whether to structure the deal as an asset sale or a stock sale. Owners may simply be thinking, “Does it matter as long as I get the highest sales price?” Well, there are plenty of considerations that can make a lower sales price more attractive.…
