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2020 Financial Markets Update

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Looking Toward Tax Season: Writing Off Business Expenses

March 26, 2020

A big part of your wealth management strategy is keeping the hard-earned money that you and your business bring in. […]

2020 Financial Markets Update

Financial Wealth

March 25, 2020

Whether you came into your wealth decades ago or you recently found success, there comes a time when you’re no […]

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Behavioral Finance and Risk Management

March 11, 2020

When it comes to financial planning, the word you hear more often than any other is “risk.” Calculating risk, managing […]

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Looking Towards Tax Season: Charitable Deductions

February 25, 2020

Jim Montague, Senior Trust Officer The US Tax Code is so long that no one’s sure just how long it […]

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Should You Become an Angel Investor?

February 4, 2020

As you accumulate wealth, the question of what to do with your money starts to loom large in your head. […]

2020 Financial Markets Update

Maximize Take Home Pay with Retirement Plan Tax Saving Strategies

May 29, 2018

Eileen Shaw, ERISA Consultant The 20% income exclusion for pass-through entities enacted as part of tax reform has created an […]

2020 Financial Markets Update

Are You Prepared for an IRS Audit?

May 24, 2018

Michael Viljak, Manager of Advisor Development The Internal Revenue Service’s (IRS’s) Employee Benefit Audit Program is used to audit and […]

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How a Health Savings Account Can Help Fund Your Retirement

July 6, 2017

First Western ERISA Consultant Eileen Baldwin-Shaw writes for MarketWatch about how to use a health savings account as part of […]

2020 Financial Markets Update

Department of Labor Grants 60-Day Delay of Fiduciary Rule

June 15, 2017

By: Empower Retirement legislative and regulatory affairs The U.S. Department of Labor’s (DOL) fiduciary rule redefining “investment advice for a […]

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Introducing a Series of Service Enhancements

October 24, 2016

We’re excited to announce a series of service enhancements! We understand that your busy schedule doesn’t always fit into the typical […]