Learn key concepts we use with our clients--from efficient investing to tax and debt management; from retirement "wish-list" planning to guarding your loved ones from financial hazards; from estate planning essentials to building the legacy you leave for your heirs. On your terms, and your timeline.
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A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.