Stay informed about your
financial health

Stay informed about your financial health

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A Checklist for Your Retirement Planning

A Checklist for Your Retirement Planning

Remember, it is never too early to start planning for your future The time to begin planning for your financial future is now. So, when it comes to preparing for retirement, the earlier you start, the better. Here are some steps to help you pursue your overall...

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How to Request a Federal Income Tax Extension

How to Request a Federal Income Tax Extension

With so many tax provisions tweaked in 2020—from the CARES Act in March to the Consolidated Appropriation Act in December—some taxpayers may find it challenging to get everything together in time to file their taxes by the April 15, 2021 deadline.1 In these...

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Treasury Yields Are Rising. Now What?

Treasury Yields Are Rising. Now What?

Tuesday, February 23, 2021 Treasury yields started moving sharply higher this past month (remember that as yields go up, prices go down). And while the upward march began in earnest last August when the 10-Year Treasury yield bottomed at an all-time low rate of 0.50%...

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Jerrí Hewett Miller CFP®, RICP, BFA

 

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