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Monday, February 8, 2021

Recently, the Internal Revenue Service (IRS) announced that tax season will start a little later than usual. This year the IRS will begin accepting and processing 2020 tax returns on Friday, February 12, 2021.1In light of the December...

 

Friday, January 15, 2021

The person who first said “Don’t put off until tomorrow what you can do today,” didn’t understand the benefits of tax-deferred investing. This option allows you to defer paying taxes on investment returns until...

 

Tuesday, November 24, 2020

An annuity is really just a long-term contract between you and an insurance company. You pay a set amount (either in a lump sum or a series of payments) and the insurance company agrees to pays you back over time, either beginning...

 

Thursday, September 17, 2020

One of the easiest questions for me to answer as a financial professional is, “Should I be contributing to my employer’s 401(k) program?” In 99% of the cases the answer is, “Absolutely!” Some plans even...

 

Tuesday, September 8, 2020

There are a few important documents that are imperative to know where they are at all times and ensure they are protected from theft and in case of emergency. Often times, these documents can be difficult to find when needed most, so...

 

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Thursday, August 13, 2020

We strive to keep you regularly updated with important market changes and news. Please listen to the most recent market update from Phil Blancato, President and CEO of Ladenburg Thalmann Asset Management, a well-known name in the...

 

Thursday, November 1, 2018

Most portfolios are constructed based on an individual's investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization calculations, most investors can feel confident that they own...