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Monthly Archives: October 2020

Do You Owe The AMT?

2020-10-19T13:53:39+00:00October 19th, 2020|Tax Strategies|

American educational reformer Horace Mann called education “the great equalizer.”1 In football, it’s been said that turnovers are the great equalizer. And anyone who’s ever watched CBS’s “The Amazing Race,” knows airport delays are the great equalizer in

Retirement Realities

2020-10-04T22:01:31+00:00October 4th, 2020|Retirement|

Expectations vs. Reality Predicting exactly what your retirement will be like is about as possible as a meteorologist predicting the weather correctly every single time. In fact, few retirees find their financial futures playing out precisely as

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