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Stern & Heatwole
Aug 24, 20204 min read
Estate Planning Update: How the SECURE Act Affects IRA Beneficiaries
Learn how the SECURE Act changes the rules for IRA beneficiaries and the options available to help mitigate the tax burden.
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Stern & Heatwole
Jul 26, 20203 min read
5 Inspirational Authors to Enjoy This Summer
If you’re craving an inspirational read that will bring joy to your life, consider these 5 books—all written by amazing women.
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Stern & Heatwole
Jun 22, 20204 min read
Is Now the Time to Buy or Refinance?
With interest rates at historic lows, review these pros and cons to decide whether it’s a good time to buy a home or refinance.
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Stern & Heatwole
May 25, 20204 min read
Should You Save for Retirement or for a Child’s College Education?
Learn how to balance saving for your retirement and saving for your children’s education.
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Stern & Heatwole
Apr 19, 20204 min read
Tips for Teaching Your Children About Money
Learn best practices for educating your children on how to spend and save money responsibly.
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Stern & Heatwole
Mar 22, 20204 min read
Scam Alert! Protecting Yourself and Your Finances
Learn how staying abreast of the latest scams can help you keep your money and personal information safe.
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Stern & Heatwole
Feb 19, 20204 min read
Answering Your Biggest Questions on the SECURE Act
Learn the details of this groundbreaking retirement legislation.
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Stern & Heatwole
Jan 17, 20204 min read
Prioritizing Your Financial Health in the New Year
Find tips you can incorporate into your plans for the year to help you set a steady course for financial success.
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Stern & Heatwole
Dec 20, 20194 min read
Charitable Gifting Strategies for the Season of Giving
Learn about different charitable giving strategies and how to determine which is the best fit for you.
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Stern & Heatwole
Nov 18, 20194 min read
Tips for Avoiding Common Holiday Cyberscams
Learn about common holiday cyberscams-- and how to avoid them.
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Stern & Heatwole
Nov 18, 20194 min read
Year-End Financial Planning Checklist
Start organizing your finances for the new year with this simple checklist.
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Stern & Heatwole
Oct 21, 20194 min read
Key Elements of a Nonqualified Deferred Compensation Plan
Learn about the potential advantages of nonqualified deferred compensation (NQDC) plans.
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Stern & Heatwole
Sep 16, 20192 min read
New IRS Withholding Tool
Learn how to use the new IRS withholding tool.
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Stern & Heatwole
Aug 19, 20194 min read
You've Been Hacked or Spoofed: Now What?
Learn next steps to take after your email gets hacked.
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Stern & Heatwole
Jul 22, 20193 min read
Understanding the Borrower Defense to Repayment Student Loan Forgiveness Program
Learn how to determine if the borrower defense to repayment student loan forgiveness program applies to you.
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Stern & Heatwole
Jun 17, 20195 min read
Navigating the Maze of Student Loan Repayment Options
Get an overview of student loan repayment options.
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Stern & Heatwole
May 20, 20193 min read
Buy-Sell Agreements: What Every Business Owner Should Know
As a business owner, you focus your time and energy on the growth and daily operation of your business.
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Stern & Heatwole
Apr 22, 20194 min read
Devising a Data Breach Game Plan
Protect your personal information by devising a data breach game plan.
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Stern & Heatwole
Mar 18, 20194 min read
Mastering Financial Aid Eligibility
Learn the ins and outs of the Free Application for Federal Student Aid.
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Stern & Heatwole
Feb 15, 20194 min read
A Solution to the Password Problem
Keep your online accounts safe with a password manager.
14 views
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