A Financial Wellness Plan Can Help Pave the Road to Retirement
If we’ve learned any lesson over the past year, it’s that no matter how carefully we...
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Population Peaks
Global population is projected to peak at 9.7 billion in 2064 and decline to 8.8 billion by the...
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Tax Filing Information for Coronavirus IRA Distributions
In March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The...
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Due Date Approaches for 2020 Federal Income Tax Returns
Tax filing season is here again. If you haven’t done so already, you’ll want to start...
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Key Retirement and Tax Numbers for 2021
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect...
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Majority of Young Adults Living at Home
In 2020, a record number of 18- to 29-year-olds lived at home with their parents. In July, 52% of...
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Welcome Justin Cook CPA, CFP ® to our team.
Robert F Murray would like to welcome Justin Cook CPA, CFP ® to our team. Justin has...
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How to Help Maintain a High Credit Score
During the holiday shopping season, your credit score is probably the last thing on your mind. But...
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Sharing Your Money Values Can Be Part of Your Legacy
When it’s time to prepare the next generation for a financial legacy, you might want to...
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Five Tips to Regain Your Retirement Savings Focus in 2021
In early 2020, 61% of U.S. workers surveyed said that retirement planning makes them feel...
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Spreading Generosity
Americans gave almost $450 billion to charity in 2019, an increase of 4.2% over the previous year....
Read MoreLessons from the Lockdown: A Back-to-Basics Holiday
If there is one thing the COVID-19 stay-at-home orders demonstrated, it was the need to find joy in simple pleasures. In fact, 43% of respondents to one survey said they had “changed their ways for the better” as a...
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