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Filing Final Tax Returns for the Deceased
When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks about is taxes.

Required Reading: The Economic Report of the President
In January, the White House released its 508-page book, “Economic Report of the President (2023).” If you haven’t yet made time to peruse this weighty tome, don’t beat yourself up.

June 5, 2023 Weekly Market Insights
Stocks surged higher in the closing days of a holiday-shortened trading week, ignited by a political resolution on raising the debt ceiling and a strong employment report.

Avoiding Cognitive Decline
People living with mild cognitive impairment are more likely to develop Alzheimers, and almost two-thirds of people currently living with Alzheimers are women.

What Is a 1035 Exchange?
According to the most recent information available, Americans have individual life insurance with a total face value of $12.8 trillion.