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How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

By April 19, 2019, 137 million taxpayers had dutifully filed their federal income tax returns.1 And they all made decisions about deductions and credits – whether they realized it. When you take the time to learn more about how it works, you may be able to put the tax...
Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy: Yes, the biggest mistake is having no strategy at all. Without a strategy, you may...
Setting Financial Goals

Setting Financial Goals

Setting short-, mid-and long-term financial goals is imperative if you want to live the life you expect for yourself now and into retirement. Harvest Moon is here to help! Retirement can have many meanings. For some, it will be a time to travel and spend time with...