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Threatening Phone Calls From Fake IRS Agents Surge During Tax Filing Season

During tax filing season, the Internal Revenue Service generally sees a surge in scam phone calls threatening such things as arrest, deportation and license revocation if the victim doesn’t...

Posted: Mar 28, 2018

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How to Manage Your Portfolio in a Turbulent Environment

Human psychology is not a friend of successful investing. According to Warren Buffett, "Success in investing doesn't correlate with I.Q. …  Once you have ordinary intelligence, what you need...

Posted: Mar 14, 2018 By Steven Hoffman

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‘Full Retirement Age’ Shifting Closer to 67

If you were born in 1955 or later, be aware that your 66th birthday is not the day you should file for Social Security -- if you want your...

Posted: Feb 15, 2018

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Don't Lose Your Life Insurance at Retirement

Replacing university-provided benefits and income becomes a primary objective for many professors when they reach retirement. Most professors have three major assets: Their retirement account, which could be $...

Posted: Jan 26, 2018

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Looking Forward

Dear Clients, Associates and Friends,  As we begin a new year, this is a great time to reflect for a moment on 2017 and then look forward to 2018...

Posted: Jan 23, 2018 By Michael Filbrandt

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Reduce Identity Thieves’ Opportunity to Hack Your IRS Account

One way to deter identity thieves in 2018 is to file your tax return as early as possible. A common tactic of identity thieves is to file fraudulent tax...

Posted: Jan 18, 2018

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Ways to Reduce the Tax Liability on Your Retirement Savings

If you’re a professor with a university retirement account containing hundreds of thousands of dollars, you have a great start on a successful retirement. But most, if not all...

Posted: Oct 27, 2017

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Open Enrollment is a Great Time for a Benefits Analysis

This is the time of year when you begin to see and hear lots of advertisements for insurance and benefits companies. They want you to keep them in mind...

Posted: Oct 16, 2017

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93 Percent of Americans Think Financial Advisors Should Be Fiduciaries

Americans overwhelmingly favor the intent of the Department of Labor’s so-called “fiduciary rule,” which went into effect on June 9. According to a survey by Financial Engines, 93 percent...

Posted: Sep 29, 2017