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With more than a century of experience, we provide updates and analysis on markets and the economy from a multitude of perspectives.

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Tax Tip Tuesday: A Retrospective of Tax Tips

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies

May 11, 2021 –

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies As we come to the…

Tax Tip Tuesdays
Tax Tip Tuesday: Is My Social Security Taxable?

By Theresa Fry, Senior Vice President and Manager, IRA’s, Retirement and Education Planning

May 4, 2021 –

By Theresa Fry, Senior Vice President and Manager, IRA’s, Retirement and Education Planning At one time, all Social…

Tax Tip Tuesdays
Tax Tip Tuesday: The Value of Tax Deferral in a Higher Tax Environment

By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance

Apr 27, 2021 –

By Dan Schulte, Senior Vice President and Manager, Annuities and Insurance Like most things, taxation ebbs and…

Tax Tip Tuesdays
Tax Tip Tuesday: Beware of the Dirty Dozen of Tax Scams

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies

Apr 6, 2021 –

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies Tax scams continue to rise, including…

Tax Tip Tuesdays
Tax Tip Tuesday: Higher Income Continues to Mean More Taxes – 2021

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies

Mar 30, 2021 –

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies The vast majority of tax rules…

Tax Tip Tuesdays
Tax Tip Tuesday: Don’t Be Surprised by Mutual Fund Distributions

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning

Mar 2, 2021 –

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning If you own mutual funds in…

Tax Tip Tuesdays
Tax Tip Tuesday: Working With a Tax Preparer – 2021

By Chris Whiting, CFP®, Executive Vice President, Director of Sales and Marketing

Feb 23, 2021 –

By Chris Whiting, CFP®, Executive Vice President, Director of Sales and Marketing For many people, preparing and filing…

Tax Tip Tuesdays
Tax Tip Tuesday: When is the Best Time to File? 2021

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans

Feb 16, 2021 –

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans As we enter yet another tax…

Tax Tip Tuesdays
Tax Tip Tuesday: Some IRA Distributions Require Self-Reporting on Your Tax Return

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning

Feb 9, 2021 –

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning It’s tax season again. Whether you…

Tax Tip Tuesdays
Tax Tip Tuesday: Tax Season Arrives, a Little Late This Year

By Jeffrey R. Wolfe, Senior Vice President and Manager of Wealth Planning Strategies

Feb 2, 2021 –

By Jeffrey R. Wolfe, Senior Vice President and Manager of Wealth Planning Strategies As you continue to labor…

Tax Tip Tuesdays
Tax Tip Tuesdays: When’s the Last Time You Did a Paycheck Check-Up?

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning

Apr 7, 2020 –

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning This time last year, many taxpayers…

Tax Tip Tuesdays
Tax Tip Tuesdays: Higher Income Means More Taxes and Likely Less Deductions

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies

Mar 31, 2020 –

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies While tax rates these days are…

Tax Tip Tuesdays

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