Individuals who need passports for imminent travel should contact IRS promptly to resolve tax debt

WASHINGTON ― The Internal Revenue Service today reiterated its warning that taxpayers may not be able to renew a current passport or obtain a new passport if they owe federal taxes. To avoid delay...

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Five Investing Biases and How to Avoid Them

With the volatility in the markets this quarter it is a good time to discuss a few aspects of behavioral finance. Behavioral finance is a field of study that combines psychology and economics. It...

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Life Changes your Advisor Should Know About

The New Year has arrived! For many, it is a time of goal setting and starting fresh, with a clean slate for the year ahead. When you think of New Year’s resolutions, some of the common ones that com...

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How to Involve your Family in Estate Planning

Some of the most important work on your estate plan does not take place in the lawyer’s office but in the comfort of your own home. Many people are reluctant to discuss their estate planning, fearin...

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2018 Tax Loss Selling - Tis the Season

The fourth quarter is typically the time of year to review your portfolio for securities that have dropped in value and have a capital loss, which can then be sold and used against capital gains. This...

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