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Blog Posts in June, 2021

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  • Budget Check Up: Tax Time Is the Right Time
    Budget Check Up: Tax Time Is the Right Time

    Every year, nearly 130 million households file their federal tax returns. 1 For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, ...

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  • Financial Strategies in a Post-DOMA World
    Financial Strategies in a Post-DOMA World

    T he Supreme Court's decision declaring the Defense of Marriage Act (DOMA) unconstitutional was a watershed event that may require some same-sex couples to reconsider the financial strategies they ...

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  • A Special Trust for Special Needs
    A Special Trust for Special Needs

    Bequeathing assets to a disabled loved one is a benevolent gesture, but in some cases it can cause problems that were never intended. How it Can Work Suppose you have a permanently disabled ...

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  • How Landlords Can Cope with Pandemic Fallout
    How Landlords Can Cope with Pandemic Fallout

    How can tenants pay their regular monthly rent bills if they're out of job? As unemployment skyrocketed due to the COVID-19 pandemic, Congress enacted a series of laws designed to provide relief to ...

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  • As the Economy Warms Up, Will You Be Ready?
    As the Economy Warms Up, Will You Be Ready?

    Preparing for a surge in demand for your business's products and services doesn't mean you have to go out on a financial limb. But some contingency planning may be in order. The Federal Reserve Bank ...

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