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Cokie's Blog

Saying yes to your financial future!

Manage Your Charitable Gifts

Throughout the year, many taxpayers choose to make charitable donations, which they can deduct on their tax returns. If you gave...

Another Banner Week

Last week, all 3 major U.S. markets hit record highs once again. The Dow added 2.00% to notch both intraday and...

Reconstruct Records After a Natural Disaster

If you’ve experienced a natural disaster, such as a hurricane, you may have to recover records in order to prove your...

Arrow Going Up On Monitors Shows Financial Growth And Success

More Record Highs

Last Friday, all 3 major domestic indexes continued their streak of weekly gains and record highs. The S&P 500 added 0.15%,...

income tax refunds

4 Reminders for 2016 Late Filers Meeting Deadline

For taxpayers who received an extension to file 2016 taxes, the deadline is fast approaching. To help prep, here are some...

Positive and Sustained Market Growth

How did the markets perform in Q3? If we had to pick one word to describe performance in Q3, it would...

Deducting Moving Expenses Related to a New Job

Moving into a new home can bring many expenses that quickly add up. However, if you had to relocate for a...

Another Week of Highs

Another Week of Highs

Before we begin our usual weekly commentary, we wanted to take a moment to honor the victims of Sunday’s terrible attack...

Dark Flower

Managing Taxes During a Divorce or Separation

When couples decide to divorce or separate, they likely must address various financial details related to their partnership. Depending on how...

Nasdaq hits high

Stocks Mixed, Fed Changes Policy

Domestic indexes were mixed last week, as the Dow gained 0.36%, the S&P 500 eked out a 0.08% increase, and the...