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Tuesday, April 27, 2021
Financial Planning Blog: April 2021
Posted in Blogs
The Consolidated Appropriations Act of 2021 was passed at the end of 2020 and created some very compelling opportunities for giving. However, for quite some time, we’ve heard rumblings about the possibility of higher taxes and less generous provisions regarding tax and estate planning for wealthy individuals in the not-so-distant future.  With President Biden’s initial proposal now revealed, we believe the most important takeaway is that 2021 is the year to act.
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Wednesday, March 24, 2021
Financial Planning Blog: March 2021
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Feeling Stuck in the Middle? How the Sandwich Generation is Faring During the Pandemic
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Wednesday, February 24, 2021
Financial Planning Blog: February 2021
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Has the Pandemic Affected Your Retirement Plans?
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Wednesday, January 27, 2021
Financial Planning Blog: January 2021
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Is a Roth IRA Conversion Right For Me?
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Monday, December 14, 2020
Financial Planning Blog: December 2020
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Financial Planning for the New Year
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Latest Research and White Papers
Tuesday, February 02, 2021
The Time for Convertibles is (Still) Now
We believe 2021 will be another favorable year for convertibles and remain a compelling asset class, especially for those that have re-examined their allocation framework and appetite for risk given the rollercoaster ride of 2020.
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