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Sequestration (a.k.a. - Automatic Spending Cuts)

February 1, 2013

The automatic government spending cuts, set to take place on March 1st, are extremely intertwined with the debt ceiling. Some of the background bullet points of this article were also mentioned in our prior article on the debt ceiling.

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2013 Market Outlook

January 3, 2013

Trying to predict the future with any kind of consistency is impossible. There are a lot of people that try to predict the stock market's price movement to make a name for themselves. As I like to say, "A broken clock is correct twice a day."

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New Legislation for 2013: How it Affects You

January 1, 2013

As we have discussed in prior e-mails, the United States was set to plunge over the "fiscal cliff" on New Year's Day if Congress failed to act. Bi-partisan business as usual in Washington D.C. brought us to the brink of a major financial crisis. Thankfully, a deal was made that averted the crisis and made the majority of the Bush-era tax cuts permanent.

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Year-End Planning Part 3: Retirement Contributions

December 1, 2012

Remarkably, 2012 is quickly coming to an end. This is a good time for you to evaluate your retirement plan to make sure that you are contributing as much as the law allows. Some contributions must be made by year end; others can be deferred until you file your tax return next year.

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Year-End Planning - Part 2: Roth Conversion

November 1, 2012

The looming potential of the 2013 "Fiscal Cliff" has raised many questions from our clients. Regardless of who wins next week's election, potential tax law changes have many of our clients questioning what they can do today to protect their assets from the potential impact from higher taxes in their portfolio in the future.

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Year End Planning - Part 1: Gifting

October 3, 2012

As 2012 comes to a close, you should consider taking advantage of the current tax laws, with an understanding that 2013 may bring significant tax law changes (as we've discussed in prior e-mails). There are some things that you should consider doing before the end of the year.

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