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10 Myths and Realities About Investing
Everyone is looking for an easy way to make money. The stock market has delivered some impressive returns over the years. Many people make money and many lose money. Let us look at some myths and realities about...
Read MoreWhat’s Your Taxpayer Filing Status?
For many people, December 31 means a New Year’s Eve celebration. However, from a tax perspective, it’s a key date in determining the filing status you’ll use when filing your tax return for the year. The one...
Read MoreYear-end Gifts And The Gift Tax Annual Exclusion
With the holidays and year-end approaching, you might be considering making gifts of stock or cash to family members and other loved ones. By using your gift tax annual exclusion, those gifts can reduce the size of your taxable estate....
Read MoreASSET-BASED LONG-TERM HEALTH CARE
Like many, you may question whether you’ve saved enough to tide you and your family through unanticipated life events and still maintain your standard of living in retirement. It may come as a surprise that there is a safe,...
Read MoreWHY YOU NEED TO PROTECT YOUR ASSETS
Asset protection planning is a crucial step in your overall life and financial planning. Without a smart plan in place, your wealth accumulated over many years of hard work and diligent saving could be vulnerable.Lawsuits, taxes,...
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HOW TO ACHIEVE A TAX-FREE RETIREMENT
Generating tax-free income during retirement may seem like a challenge. However, there are several strategies you can implement to achieve your tax-free retirement dream. While most people will pay taxes on their Social Security...
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