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US elections: How the presidential candidates stand on taxes,
Posted on by Bill Cass, CFP®, CPWA® in Taxes
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How the expiring TCJA could impact your tax bill,
Posted on by Bill Cass, CFP®, CPWA® in Taxes
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Five observations on the expiration of the Tax Cuts and Jobs Act (TCJA),
Posted on by Bill Cass, CFP®, CPWA® in Taxes
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Age milestones can trigger financial planning actions,
Posted on by Bill Cass, CFP®, CPWA® in Retirement/Income&Taxes
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Unwinding the 10-year rule for inherited retirement accounts,
Posted on by Bill Cass, CFP®, CPWA® in Estate and Wealth Transfer&Retirement/Income
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Navigating financial aid: New FAFSA rules and tips for families,
Posted on by Bill Cass, CFP®, CPWA® in College Savings
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Consider packing a legal safety net before students leave for college,
Posted on by Bill Cass, CFP®, CPWA® in College Savings&Insurance/Risk Management
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College-bound high school juniors and seniors focus on a strong finish,
Posted on by Bill Cass, CFP®, CPWA® in College Savings
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Kick off your college planning during the first two years of high school,
Posted on by Bill Cass, CFP®, CPWA® in College Savings
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From dreaming to living: What you need to know about retiring abroad,
Posted on by Bill Cass, CFP®, CPWA® in Retirement/Income
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