Year End Tax Planning for 2022
Click below to read our newest newsletter regarding year-end planning for 2022 and beyond!
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Ande Fraizer
- Jun 3, 2022
- 3 min
Filing Final Tax Returns for the Deceased
When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks...
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Ande Fraizer
- Mar 4, 2022
- 2 min
Succeeding at Business Succession
According to the Conway Center for Family Business, family businesses account for 64% of the U.S. Gross Domestic Product (GDP), yet 57%...
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Ande Fraizer
- Mar 4, 2022
- 2 min
Tax Rules When Selling Your Home
How the gains from the sale of a primary residence are taxed has changed in recent years. If you have recently sold your home, or are...
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Ande Fraizer
- Feb 18, 2022
- 3 min
Protecting Your Financial Future in 2022
With the start of a new year, we’ve been reflecting on the past and looking ahead to the future. What do you see for yourself? How have...
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Ande Fraizer
- Jan 19, 2022
- 2 min
Is it Time to Break Up With Your Financial Adviser?
While hearts and flowers may be in the air at this time of year, it’s also a time when people start to reevaluate some of their...
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Ande Fraizer
- Oct 28, 2020
- 2 min
It's Tax Season! Now what?
With the deadline to file your taxes just around the corner, now is a great time to evaluate your financial situation. Especially, if...
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Ande Fraizer
- Oct 28, 2020
- 2 min
Have You Planned for the Ultimate Retirement Position?
In failing to plan, we unknowingly may be planning to fail. The harsh reality is that many people are unsuccessful in their efforts to...
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Ande Fraizer
- Oct 28, 2020
- 2 min
Don't Let March Madness Get the Best of You
March brings about changing weather, shamrocks, and college basketball. Word to the wise, don’t use March Madness as an excuse to bet...
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Ande Fraizer
- Oct 28, 2020
- 2 min
4 Rules for Successful Investing
We’ve talked a lot about saving money, but what about investing money? These 2 things are quite different. When investing money, you want...
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