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Cash, Not Miles

 July 27, by Jeffrey D. Lancaster, CFP®

The optimization of credit cards was the subject of a 2014 article in our newsletter. This piece updates the recommendations made at that time. In the film Up in the Air (2009) George Clooney first captivates Vera Farmiga by demonstrating his experti... continue reading
Should I Pay Off My Mortgage? New Tax Law Changes the Math for Some
 June 5, by Kevin Dorwin, CFP®
Red Sky at Night, Red Sky in Morning: The Bond Equivalent
 May 22, by Jeffrey D. Lancaster, CFP®
The New Game in Town: Maximizing the 20% Pass-Through Deduction
 May 22, by Judith Gordon
TRUST
 May 22, by Dave Campbell, CFA
When Seeking Financial Advice, the Old Rule Still Applies: Caveat Emptor
 May 22, by Dave Campbell, CFA Tom Annin
Retirement Savings Hacks in the Gig Economy
 May 22, by Daniel S Lee, CFA, CFP®
What’s New at B|O|S
 May 22, by B|O|S
B|O|S Media Highlights
 May 22, by B|O|S
Time for a Review of Your Estate Plan
 April 16, by Judith Gordon
Lessons From the Stock Sell-Off and Portfolio Strategy in an Expensive Market
 February 21, by Richard T. Golinski, CFA
NOTE TO THE NEW FED CHIEF: EMBRACE PAIN
 February 21, by Dave Campbell, CFA
What You Need to Know About the Tax Cuts and Jobs Act of 2017
 February 21, by Michelle Soto, CFP®, CDFA™
529 Plans Given a Boost Under New Tax Law
 February 21, by Sean Angelis, CFP®
Benevolence in the New Tax Era
 February 21, by Judith Gordon
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