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- Mar 2
Federal Employees Retirement System (FERS) Supplement or Special Retirement Supplement (SRS)
Federal Employees Retirement System (FERS) Supplement, also known as the Special Retirement Supplement (SRS), is a payment made to eligible


- Dec 15, 2022
The 3 Big CPA Problems
The 3 Big CPA Problems (we can help with). Having to explain the negative tax consequences of decisions their clients made last year.


- Sep 29, 2022
What issues should I consider when harvesting capital losses?
What issues should I consider when harvesting capital losses? Tax-loss harvesting is a popular strategy, but it’s not always clear whether i


- Sep 19, 2022
What Issues Should I Consider As a Business Owner or 1099 Worker?
Running your own business (including 1099 work) introduces different elements that aren’t always easy to factor into your personal financial


- Aug 12, 2022
What Issues Should I Consider When Reviewing My Estate Planning Documents?
What Issues Should I Consider When Reviewing My Estate Planning Documents?


- Aug 10, 2022
What Issues Should I Consider If I Experience A Sudden Wealth Event?
Sale of a business or real estate, an inheritance, lottery winnings, or a legal settlement.


- Aug 8, 2022
What Issues Should I Consider Before I Retire?
This checklist covers 32 of the most important planning issues to identify and consider for a client who is about to retire.


- Jul 29, 2022
Should I pay off My Mortgage?
Many say purchasing your home is one of the biggest decisions you make in your life, but very few talk about how big of a decision it is to


- Jul 15, 2022
Should I Inherit My Deceased Spouse’s Traditional IRA?
There are a few options a client can consider when they inherit an IRA from their spouse. The best option for our clients will depend upon a