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Key Financial Data 2017

Nearly all the key items that affect one’s personal finances are contained in this easy to follow format. Talk to your financial advisor for more information. DISCLOSURE Registered Representatives offer Securities through The O.N. Equity Sales Company, Member...
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What Could You Do With Your Tax Refund?

About 70% of taxpayers receive sizable refunds from the Internal Revenue Service. Just how sizable? The average refund totals about $2,800.1 What do households do with that money? It varies. Last year, consumer financial services company Bankrate asked Americans about...
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Can you take the Saver’s Tax Credit?

You may be able to take a tax credit for making eligible contributions to your IRA or employer-sponsored retirement plan. Who’s eligible for the credit? You’re eligible for the credit if you’re: Age 18 or older; Not a full-time student; and Not...
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How Long Do You Have To Keep Your Statements?

A year? Seven years? It depends. “You should retain copies of your federal tax returns for 7 years.” Is that true, or a myth? How long should you keep those quarterly and annual statements you get about your investment accounts? And how long should you keep bank...
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