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Proposed Bill Includes Tax Increases for High Earners, Retirement Account Changes

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Proposed Bill Includes Tax Increases for High Earners, Retirement Account Changes

Last week, Democrats on the House Ways and Means Committee released a draft of their proposed tax plan, which includes changes to corporate, personal and other taxes, as well as retirement plans – though Social Security would be untouched.

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Legal Night – Wills & Trusts – LaBarra Oakbrook

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Legal Night – Wills & Trusts – LaBarra Oakbrook

Wednesday, September 15, 2021 – 5-6:30pm Legal Night – Wills & Trusts – LaBarra Oakbrook   Do you need a will? Should you have a trust? How can you avoid probate? When were your legal documents last updated? Is it a good idea to get Power of Attorney Documents?

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Creating Awareness Around Life Insurance

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Creating Awareness Around Life Insurance

There’s an old saying that with the stroke of a pen we have the ability to affect generations upon generations of lives. 

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Thinking of Social Security as Our Biggest Asset

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Thinking of Social Security as Our Biggest Asset

You might have more money stashed away in the Social Security trust fund than anywhere else. In fact, what you put into Social Security very well might be your biggest asset and future source of retirement income.

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You’ve Got the Mini-Fridge for Your College-Bound Kid – Now Don’t Forget the Documents!

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You’ve Got the Mini-Fridge for Your College-Bound Kid – Now Don’t Forget the Documents!

My niece’s hard work in high school paid off, and she had many fantastic options for higher education. Despite being from New Jersey, she chose a liberal arts college halfway across the country in Texas and is about to begin her junior year there.

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5 Risk Factors to Watch in the Third Quarter of 2021

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5 Risk Factors to Watch in the Third Quarter of 2021

Though we’re still in the midst of the COVID-19 pandemic, with the number of vaccinations increasing and the great reopening upon us, we’re reemerging from our bunkers in full force.

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What to Consider if You Receive the Monthly Child Tax Credit Payments

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What to Consider if You Receive the Monthly Child Tax Credit Payments

The first payment of the Child Tax Credit started hitting bank accounts on July 15 and will continue every month for the rest of 2021. 

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Knowing When to Update Your Estate Plan

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Knowing When to Update Your Estate Plan

From the family tea set to the most complex estate, transferring wealth – of whatever size and definition – couldn’t be more common. What’s less common but just as important is outlining a specific plan and updating it as circumstances change.

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Life Insurance Strategies for Business Owners

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Life Insurance Strategies for Business Owners

Entrepreneur and political figure Andrew Yang drew an important analogy between parenting and owning a business: “If you knew what it entailed you might not get started. But you’re glad you did.” Like parenting, owning a business involves sleepless nights, cold meals and an unbelievable amount of energy, but it’s also an enriching journey and makes life worth the trip.

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How to Fit the Kids’ College into Your Financial Plan

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How to Fit the Kids’ College into Your Financial Plan

There is a strong premium on earning a college degree, perhaps driven by previous generations who witnessed the power of education. But you may find yourself receiving a student loan bill every month, even now as you contemplate sending your kids to college. Though an education continues to pay dividends, the amount owed can seem insurmountable.

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