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Tax Planning Mike Heatwole, CFP®, AWMA® Tax Planning Mike Heatwole, CFP®, AWMA®

Updated Child Tax Credit Rules

The updated Child Tax Credit rules offer significant changes that can impact your family's financial situation. Our article breaks down the key updates, eligibility criteria, and how to maximize your benefits.

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Mike Heatwole, CFP®, AWMA® Mike Heatwole, CFP®, AWMA®

Will I Receive a Stimulus Check?

Wondering if you'll receive a stimulus check? Our article clarifies the eligibility criteria and provides insights into potential future payments to help you stay informed.

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Retirement Planning Mike Heatwole, CFP®, AWMA® Retirement Planning Mike Heatwole, CFP®, AWMA®

Revisiting the RMD

Wondering how Required Minimum Distributions (RMDs) affect your retirement planning? Our article explains RMD calculations, key deadlines, and changes from the SECURE Act and CARES Act. Discover how these rules impact your withdrawals, taxes, and options like Qualified Charitable Distributions (QCDs).

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