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The cost of higher education continues to rise, making it important for families to explore savings options that can help them manage future expenses. One widely used approach is the 529 plan, a tax-advantaged savings…
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Tips and Strategies for Managing Education Costs and Back-to-School Expenses Back-to-school season often brings excitement, new opportunities, and financial decisions. Whether preparing for elementary school, high school, or college, planning for education-related expenses can help…
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As retirement planning grows increasingly complex, more individuals are turning to professional guidance to navigate the journey. Relying on advisor-managed retirement plans can offer a range of advantages that go far beyond picking the right…
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Please note that July 4 is Independence Day, and our offices will be closed on this day. Additionally, our offices will be closing early at 12:00 PM local time on Thursday, July 3, and response times may be delayed. …
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By: Elaine Floyd, CFP® Customized Strategies for Your Financial Security Nearly everyone agrees on the importance of planning for health care expenses in retirement. However, this task can feel overwhelming due to the many unknowns:…
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By: Elaine Floyd, CFP® Back in the day, when full retirement age for Social Security was 65 and most people retired and claimed benefits then, Medicare basically took care of itself. Enrollment was automatic along…
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By: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA The Ghost Rule and other important factors for non-person IRA beneficiaries. When advising beneficiaries of distribution options for their inherited IRAs and employer plans (retirement accounts),…
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Please note that May 26 is Memorial Day and our offices will be closed. Additionally, our offices will be closing early at 3:00 PM local time on Friday, May 23. Thank you for your patience and understanding…
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By Lynn M. Dunston, CFP®, EA, AEP®, CAP® Introduction Navigating the world of financial advising can be overwhelming, particularly when your wealth reaches a level where strategic planning is essential. Among the different types of…
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By Lynn M. Dunston, CFP®, EA, AEP®, CAP® Introduction When managing significant wealth, the stakes are high. Individuals and families entrust their financial well-being—and often their legacies—to their chosen advisors. But how can you ensure…
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Avoiding these common mistakes can spare your family unnecessary stress Estate planning is essential for anyone who wants their assets and possessions to be passed along smoothly to their chosen heirs. Beyond money, it’s about…
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New “transaction verification” smishing campaign targeting clients with Schwab accounts Charles Schwab has identified a new twist on the “smishing” fraud threat which is being used by fraudsters hoping to capitalize on market volatility and…
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Managing Death Records and Addressing Fraud Concerns SSA’s death master file has been in the news lately, first in connection with DOGE’s “discovery” that there were 120-year-olds in the system who could not possibly still…
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Ever since SSA started offering Social Security accounts in 2012, the information and tools that people can access through their individual accounts have grown, making these accounts a very valuable resource for anyone who hopes to collect…
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Most employees depend on their employers for health insurance today. It is possible to go into the open market and buy an individual health insurance policy under the Affordable Care Act, but these policies tend to be…
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By Lynn M. Dunston, CFP®, EA, AEP®, CAP® Introduction Managing wealth effectively is about more than just growing assets—it’s about making strategic decisions that align with your financial goals, lifestyle, and long-term security. At some…
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Why Now Is a Good Time to Check Your Asset Mix Rebalancing Your Portfolio to Align with Your Investment Goals Market fluctuations, economic shifts, and personal financial changes can all impact an investment portfolio over…
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Actions Support the Social Security Fairness Act Written by Mark Hinkle, Social Security Press Officer Today, the Social Security Administration announced it is immediately beginning to pay retroactive benefits and will increase monthly benefit payments…
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Navigating the Latest Updates to Retirement Rules for a Smarter 2025 Plan The SECURE Act 2.0 has introduced several significant updates to the rules governing retirement savings, many of which will take effect in 2025.…
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Early Steps to Simplify Filing and Align Your Tax Strategy Tax season just began January 27th, but starting early can help streamline the process and reduce stress when deadlines approach. By organizing your financial information…
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Updated tax rates, contribution limits, deductibles, and premiums for the new year Bookmark these important “cheat sheets” that include just about every piece of key financial data one might need throughout the year. Collectively, these…
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We are pleased to announce that Andrew Hipple has recently earned the prestigious designation of Enrolled Agent (EA) – the highest credential the IRS awards. This remarkable achievement is a testament to Andrew’s dedication, expertise,…
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Lane Hipple answers the (jingle) bell Once again, the clients and staff of Lane Hipple put forth an overwhelming effort to help bring Christmas to local families who wouldn’t otherwise have the means to celebrate.…
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Please note that Moneta offices will close at 12:00 pm CST on Tuesday, December 24 and remain closed through December 25. Our offices will close early again at 3:00 pm CST on Tuesday, December 31 through…