Plan for tomorrow, today

Jason Underwood, Financial Advisor CNC Financial Group That seems like sensible advice, doesn’t it? Yet a surprising number of people leave no estate plan in place for their survivors. It…

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Long Term Care Tax?

Charlie Miracle, CPA and Director of Client Accounting Services Adelae Winters, Wealth Management Specialist Quick Facts: New payroll tax set to begin January 1 Employees have one opportunity to opt-out…

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