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Often overlooked retirement plans for the self-employed,
Posted on by Bill Cass, CFP®, CPWA® in Retirement/Income
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Heirs still waiting for clarity on 10-year rule,
Posted on by Bill Cass, CFP®, CPWA® in Estate and Wealth Transfer&Retirement/Income
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College grads: Consider financial actions for your next steps,
Posted on by Bill Cass, CFP®, CPWA® in Taxes
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Keys to saving taxes with a domicile change,
Posted on by Bill Cass, CFP®, CPWA® in Taxes
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Decision made: Why 529 plans are a popular choice for college,
Posted on by Bill Cass, CFP®, CPWA® in College Savings
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Birthdays may signal time to take financial action,
Posted on by Bill Cass, CFP®, CPWA® in Taxes
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As FAFSA rules change, more grandparents may save in 529 plans,
Posted on by Bill Cass, CFP®, CPWA® in College Savings
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Couples have unique option to plan for risk of future higher estate taxes,
Posted on by Bill Cass, CFP®, CPWA® in Estate and Wealth Transfer
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Tax planning is a focus for all seasons,
Posted on by Bill Cass, CFP®, CPWA® in Taxes
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Examining ways to fix Social Security,
Posted on by Bill Cass, CFP®, CPWA® in Retirement/Income
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