Donald F. Morgan, AIF®,CPFA® |

What is an estate tax return?

When you die, you will leave behind all your property (everything you own) and debts (everything you owe). All this is called

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Donald F. Morgan, AIF®,CPFA® |

After years of saving and planning for their golden years, many people nearing retirement fail to consider the tax burden they may face on income they receive

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Donald F. Morgan, AIF®,CPFA® |

What is it?

According to the IRS, you are self-employed if you carry on a trade or business as a sole proprietor, as an independent contractor, as a member of

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Donald F. Morgan, AIF®,CPFA® |

Managing a loan, be it mortgage, auto, school, or personal, can often be stressful. There are various terms that you’re locked into for the life of the loan

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