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End of the Year Money Moves

Here are some things you might consider before saying goodbye to 2019   What has changed for you in 2019? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life,...

What Tax Documents Should You Keep?

Even with less itemizing, there are documents you want to retain   Fewer taxpayers are itemizing in the wake of federal tax reforms. You may be one of them, and you may be wondering how many receipts, forms, and records you need to hold onto for the future. Is it okay...