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CD Rates Are Up Again This Week These Strategies Can Help You Maximize Rising Interest

CDs increased again this week. Experts recommend using short-term CDs or a CD ladder to maximize value and interest rates right now.

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Tax planning discussions spurred on by last year s attempt to raise taxes

Last year’s attempt to raise taxes on wealthy has stoked tax planning discussions between advisers and clients about strategies this season.

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IRS backlog of tax returns frustrates advisers and clients

A massive backlog of tax returns and taxpayer correspondence at the IRS is frustrating financial advisers and their clients.

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Build Back Better stall could complicate tax planning

If the Build Back Better bill is revived, it raises the possibility of retroactive tax changes that could pose challenges for advisers.

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Clients are upping charitable giving in the wake of the pandemic

Clients are upping charitable giving in the wake of the pandemic
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