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Resource Center

A Guide to Dividing Your Estate Unequally Thumbnail

A Guide to Dividing Your Estate Unequally

Dividing your estate among family can be complex and difficult at times, especially if you have decided to unequally divide your assets. If you are wondering how to unequally divide your assets without dividing your family, check out these tip and options.

Some CARES Act Benefits Have Ended. Now What? Thumbnail

Some CARES Act Benefits Have Ended. Now What?

Since mid-March, the CARES Act has provided benefits to individuals out of work, struggling business owners, and more! However, with most CARES Act benefits coming to an end, it is important to know how to prepare financially for the duration of the pandemic and beyond.

4 Yearlong Tax Tips for Retirees  Thumbnail

4 Yearlong Tax Tips for Retirees

Whether you are newly retired or have been out of the workforce for many years, making the right financial moves is critical. One area that your finances can be impacted greatly is through taxes. While it is easy to think about during tax season, keeping these 4 tips in mind throughout the year can help you maintain your financial wellness through retirement.

Retirement Funding
Waiver of Required Minimum Distributions (RMDs) Thumbnail

Waiver of Required Minimum Distributions (RMDs)

Recently, the IRS issued a notice providing guidance relating to the waiver of 2020 required minimum distributions (RMDs). Individuals who already took their 2020 RMDs are now allowed to repay the distribution to a requirement account by August 31, 2020.