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Useful Links

We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know. 

Featured Content

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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Timing Your Retirement

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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Yours, Mine, and Ours: Estate Strategies for Second Marriage

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.
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