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Trick or Treat? Why 529 plans are a “treat” when it comes to funding education.

Caroline McKay
October 16, 2024

Investing in a 529 savings plan may help your loved ones avoid the scary reality of rising college costs and student debt.

September 2024 FOMC Update

Gary Pzegeo, CFA
September 18, 2024

A summary of the Federal Reserve's September 2024 meeting

Life insurance: a strategic step in caring for your loved ones

Caroline McKay
September 18, 2024

How life insurance can play a role as an estate and tax planning tool

July 2024 FOMC Update

Gary Pzegeo, CFA
August 01, 2024

A summary of the Federal Reserve's July 2024 meeting

Qualified charitable distributions: Tax-free donations from your individual retirement account

Leslie Kehoe
July 12, 2024

Use retirement assets to satisfy your charitable goals and achieve tax benefits

June 2024 employment report

Gary Pzegeo, CFA
July 08, 2024

A summary of the US Bureau of Labor Statistics' June 2024 employment report

Summer jobs present opportunity for Roth IRAs

Keri Pankow
June 24, 2024

Whether for extra cash or valuable experience, a young person’s employment can also help teach investing and the importance of saving.

June 2024 FOMC Update

Gary Pzegeo, CFA
June 13, 2024

A summary of the Federal Reserve's June 2024 meeting

Thinking about building your dream home?

Wendy Barbera
May 24, 2024

CIBC has the expertise — and financing solutions — that help make the homebuilding process easier.

Tips from an adult caregiver: the emotional and the practical

Elizabeth Nichols
May 21, 2024

If you are caring for your parents, this may be a challenging and demanding time for you and your whole family. But you are not without resources.

May 2024 FOMC Update

Gary Pzegeo, CFA
May 01, 2024

A summary of the Federal Reserve's May 2024 meeting

Planning at dusk in 2024: Strategies to consider with the pending sunset on December 31, 2025

Keri Pankow and Leslie Kehoe
April 17, 2024

Many of the taxpayer-friendly provisions of 2017’s “Tax Cuts and Jobs Act” are set to terminate or “sunset” after December 31, 2025. The good news is there are planning strategies that you can use now to take advantage of these taxpayer-friendly rules while we know they are still law.

March 2024 FOMC Update

Gary Pzegeo, CFA
March 20, 2024

A summary of the Federal Reserve's March 2024 meeting

Moving to a new state? Important factors to consider

Theresa Marx
March 20, 2024

If one of your reasons is friendlier state tax laws, set yourself up for success with careful documentation.

January 2024 FOMC Update

Gary Pzegeo, CFA
January 31, 2024

A summary of the Federal Reserve's January 2024 meeting

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