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Mortgage tips for first time home buyers
Mortgage tips for first time home buyers

Mortgage tips for first time home buyers

January 25, 2023 / David Kuhns

Buying a home for the first time is one of the most meaningful experiences in your life. But finding the home is just one step in the process…

Savings Community Buying a Home Starting a Family
Charitable Giving; A donor-advised fund offers tax benefits
Charitable Giving; A donor-advised fund offers tax benefits

Charitable Giving; A donor-advised fund offers tax benefits

January 20, 2023 / The Merrill Anderson Company

Taxpayers generally welcomed the rough doubling of the standard deduction in the 2017 tax reform legislation. One group that was worried about unintended side effects of the change…

Savings Retirement Community
Why entrepreneurs find it hard to ask for help
Why entrepreneurs find it hard to ask for help

Why entrepreneurs find it hard to ask for help

January 16, 2023 / Patti Murray

If you are a business owner, chances are pretty good that you are independent. You try to do everything yourself, but the truth of the matter is you can’t…

Savings Community
Why the IRS is still catching up
Why the IRS is still catching up

Why the IRS is still catching up

January 06, 2023 / The Merrill Anderson Company

The effect of the Covid-19 pandemic upon supply chains and prices has been much commented upon. Less well known is that the pandemic caused the development of a major backlog at the IRS.…

Community Savings
Lease vs Buy: Which is Better for My Business?
Lease vs Buy: Which is Better for My Business?

Lease vs Buy: Which is Better for My Business?

December 22, 2022 / Jeramy Culler

Equipment, vehicles, facilities – large-ticket items are just one type of expense a business owner will have to manage.…

Community Savings
Social Security COLA Increase is Biggest Since 1981
Social Security COLA Increase is Biggest Since 1981

Social Security COLA Increase is Biggest Since 1981

December 08, 2022 / The Merrill Anderson Company

The Social Security Administration has announced an 8.7% benefit increase for 2023, based upon inflation for the 12 months ending September 30, 2022.…

Community Savings Retirement
IRS focus on digital assets
IRS focus on digital assets

IRS focus on digital assets

November 03, 2022 / The Merrill Anderson Company

The Internal Revenue Service has long held that virtual currencies, such as bitcoin, are property not currency. As such, transactions conducted with a virtual currency can trigger taxable profits or deductible losses.…

Savings Community
How to gain financial flexibility with an equity line of credit
How to gain financial flexibility with an equity line of credit

How to gain financial flexibility with an equity line of credit

October 27, 2022 / Matt Berger

Costly car repairs. Unexpected medical expenses. Storm damage to your home. All call for quick access to cash.…

Savings Community
How one savings plan can help you save for college and retirement
How one savings plan can help you save for college and retirement

How one savings plan can help you save for college and retirement

October 13, 2022 / The Merrill Anderson Company

Families with children typically have three important financial objectives: buying a home, saving for college, and building retirement capital. That is a daunting challenge.…

College Savings Starting a Family Retirement

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