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SECURE Act adds apprenticeships and student loan repayment to 529 plans
SECURE Act adds apprenticeships and student loan repayment to 529 plans
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law December 2019 to boost retirement planning. Some of its key
Joe Walsh Named to 2020 Financial Times 400 Top Financial Advisers
Joe Walsh Named to 2020 Financial Times 400 Top Financial Advisers
Walsh & Associates CEO Joseph Walsh Jr. was named among the 2020 Financial Times 400 Top Financial Advisers in the country. Members must have
Joe Walsh Named to 2019 Financial Times 400 Top Financial Advisers
Joe Walsh Named to 2019 Financial Times 400 Top Financial Advisers
Walsh & Associates CEO Joseph Walsh Jr. was named to the 2019 Financial Times 400 Top Financial Advisers. Members must have more than 10 years of
How to Use and Take Advantage of Net Unrealized Appreciation
How to Use and Take Advantage of Net Unrealized Appreciation
Do you have company stock through a plan with your employer? If so, don’t miss out on a possible tax planning strategy utilizing a net unrealized appr
Your Pet Could Qualify You for a Tax Break
Your Pet Could Qualify You for a Tax Break
Let’s face it – taxes aren’t fun and, although sometimes helpful, neither are the articles written about them. Now that the pressure of the 2017 tax s
How to Handle Your Sudden Wealth
How to Handle Your Sudden Wealth
You’ve heard this cautionary tale before: a lucky soul inherits a new wealth – from the lottery, from family, from fame – only to squander it before t
Organizing Your Finances When Your Spouse Has Died
Organizing Your Finances When Your Spouse Has Died
Losing a spouse is a stressful transition. And the added pressure of having to settle the estate and organize finances can be overwhelming. Fortunatel
How Social Security has Failed Widows and Widowers
How Social Security has Failed Widows and Widowers
The Social Security Administration (SSA) recently released an internal audit1 that was conducted to determine if adequate efforts were made to inform