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Perspectives

Estate Planning: Tax Planning Thumbnail

Estate Planning: Tax Planning

Tax planning is a year-round process, not just something that happens in the weeks leading up to April 15. It's a wise move to keep your tax planning efficient, educate yourself about potential tax scams, and plan your charitable distributions.

Social Security: Past, Present, and Future Thumbnail

Social Security: Past, Present, and Future

Social Security has a history as old as humanity itself. But what does Social Security look like in the United States, and more importantly, what does the future of Social Security look like? In this article, we review the past, present, and future of this important program.