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05Sep 2018

Thomas M. Geier, CPA, CFP®, PFS The recently passed Tax Cuts and Jobs Act made significant changes to both individual and business tax situations.  One area that many people do not know about is the expansion of College Savings Plans or 529 plans. 529 Plans Designed to promote saving for future college costs, a 529 […]

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26Jun 2018

Thomas M. Geier, CPA, CFP®, PFS When thinking about funding sources for your children’s college education, you may assume your family earns too much to qualify for Federal grants, loans, and work-study job assistance. However, families with higher incomes are frequently eligible to receive some form of financial aid from the Federal government. The U.S. […]

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29May 2018

Thomas M. Geier, CPA, CFP®, PFS With all of the recent advances in the field of medicine, and with more promised to come, we all look to benefit from longer and more active lives.  It is not unusual for people to live twenty or more years beyond normal retirement age, well into their eighties and […]

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28Apr 2018

Thomas M. Geier, CPA, CFP®, PFS With the signing of the new tax law, some taxpayers have found some extra cash in their paychecks.  Rather than spend this new-found money, an opportunity exists to add to retirement accounts and save more for the future. The Internal Revenue Service recently announced cost of living adjustments, affecting […]

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28Mar 2018

Thomas M. Geier, CPA, CFP®, PFS   You may have heard recently that interest rates are headed up. In fact, the Federal Reserve is in the process of raising interest rates and just raised the federal funds rate again by .25% on March 21. The Purpose of Interest Although borrowing money can help you accomplish […]

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