While many soon-to-be retirees focus on the future benefits of retirement planning, such as the new adventures, trips, and activities on the horizon, finances should...
read moreSocial Security Tax Changes – What You need to know
November 9, 2023
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There is good news and bad news on the horizon for the 71 million Americans who currently receive Social Security benefits due to a Cost-of-Living...
read moreTrust and Estate Tax Planning for Future Generations
October 24, 2023
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You have worked your entire life to ensure your loved ones are financially secure well into the future. However, the estate you leave behind can...
read moreThe Benefits of Tax Planning when Buying a New Home
September 21, 2023
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The importance of tax planning trickles into all of life’s major events, and that certainly includes buying a new home. Often, new homeowners are drowned...
read moreSide Hustle Earnings and Tax Planning: Understanding the Basics
Millions of Americans earn extra income from a side hustle or an employment opportunity outside of a full-time job, which is growing yearly. From launching...
read moreRising Taxes for Small Businesses – What You Need to Know
June 20, 2023
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Tax laws are always evolving and changing every year, and this is especially true for small business taxes. 2023 is shaping up to be an...
read moreThe Importance of Estate Planning to Lower Taxes and Maximize Benefits
You may have taken detailed steps to ensure that your loved ones are taken care of well into the future. That’s why you need to...
read moreHow to Minimize Your Tax Liability in Retirement Planning
Taking a proactive approach to retirement planning is always a smart move. The earlier you start thinking about retirement, the more financially secure you will...
read moreTaxes Regarding Your Investment Bonds
April 18, 2023
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Not all aspects of individual tax planning are clear-cut, especially when it comes to savings and investments, and this is certainly true in investment bonds. ...
read moreFive Tax Credits to Take Advantage of this Tax Season
March 27, 2023
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Tax credits are a great way to save money during tax season. Don’t forget about them when you file your taxes this year. Individual tax...
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