10 Common Retirement Mistakes

 

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Choosing an Income Tax Filing Status

Selecting a filing status is one of the first decisions you'll make when you fill out your federal income tax return, so it's important to know the rules. And because you may have more than one option, you need to know the advantages and disadvantages of each. Making the right decision about your filing status can save money and prevent problems with the IRS down the road.

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Investor360°® Message

You Can Now Share Secure Messages with Our Office Right from Investor360°®

We are pleased to let you know about a new secure messaging system that you can access right from Investor360°®. The next time you log in, you will notice a new Messages tab at the top of the page. Investor360° Messages functions much like other e-mail applications you may be familiar with and allows you to easily and securely:

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Market Update for Month Ending 01.31.17

Markets rally into January

January was a great month for global financial markets. Domestically, the Dow Jones Industrial Average, S&P 500 Index, and Nasdaq were all up, gaining 0.62 percent, 1.90 percent, and 4.35 percent, respectively. 

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