Selecting a filing status is one of the first decisions you’ll make when you fill out your federal income tax return, so it’s important to know the rules. And because you may have more than one option, you need to… Read More
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Multi-Generational Family Wealth Planning
Legacy and family are both inherent parts of wealth planning. Take steps to create and preserve multigenerational family wealth with these tips. When we think about wealth planning, we often turn to concepts like personal finance management, investments, and retirement… Read More
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Sticker Shock: Creative Ways to Lower the Cost of College
Even with all of your savvy college shopping and research about financial aid, college costs may still be prohibitive. At these prices, you expect you’ll need to make substantial financial sacrifices to send your child to college. Or maybe your… Read More
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BWFA Institute & Internship Class of 2022
This summer, we celebrated the 10th Anniversary of our Institute & Internship Program with our 2022 team of eight bright and talented interns. The goal of our summer intern program is to provide the students with mentorship and guidance as… Read More
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10 Tips to Help Your Marriage Survive Retirement
While you may view retirement as a long-anticipated emancipation from the work world, it is also a period of considerable change and adjustment. If you are married, some of the most profound changes will take place within the context of… Read More
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Rolling Stock Market Returns: The Antidote for the Daily Stock Market Watcher
Rolling returns are a great way to measure investment performance (in this example the S&P 500 index). These rolling returns don’t correspond to calendar periods. We begin to understand investing more clearly as we compare the rolling stock market return periods… Read More
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Dealing with Divorce
Divorce can be a lengthy process that may strain your finances and leave you feeling out of control. But with the right preparation, you can protect your interests, take charge of your future, and save yourself time and money. You… Read More
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Tax Planning Tips: Disability Insurance
The income you receive from disability income insurance may or may not be taxable. The taxability of disability income insurance benefits depends on what type of benefits you receive, whether the premiums were paid with pretax or after-tax dollars, and who… Read More
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Who Should Inherit Your Wealth?
Some people fantasize about receiving an inheritance like it will be a dream come true. But when it comes to giving an inheritance and deciding who should receive what, the process can be a lot less thrilling. Setting up wills… Read More
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