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Articles
Tax Season Resources and Tools
Let’s be honest. Tax season can be stressful. Gathering all the necessary documents—W-2s, 1099s, 1098s for mortgage interest, investment and retirement statements, and a list of valid deductions—can feel overwhelming. But as long as you have a checklist, tracking down these documents shouldn’t be too difficult.

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Product Updates
Wellness Center Additions - October 2020
New content is always being added to your Wellness Center. This month, the additions allow you to address even more of your customer’s concerns—both those that are timely and have to do with the effects of COVID-19 and that that are timeless and will always be on the top of people’s minds.

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