Let’s be honest — taxes are one of the few guarantees in life, but overpaying doesn’t have to be. Whether …
This Risk of Chasing Investment Returns
Understanding the allure of chasing investment returns Chasing high investment returns can be tempting in investment management and financial planning. …
Understanding the importance of strategic withdrawal planning.
Retirement planning is a critical aspect of financial planning that requires careful consideration and strategic decision-making. When withdrawing funds during …
Strategic Financial Planning in Your 30’s: Essential Steps for Long-Term Success
Understanding the importance of strategic financial planning As you enter your 30’s, you must start thinking about strategic financial planning …
Rekindle the Romance
Your 401(k) Offers You Valuable Benefits You Just Can’t Find Anywhere Else In the midst of economic adversity, market volatility, …
The Lifetime Gift Tax Exemption and Annual Gift Tax Exclusion
There are tax-free limits on what you can gift in a year and during your lifetime. While it may feel …
How Tax-Loss Harvesting May Help Lower Your Tax Bill
A volatile year in the financial markets can create opportunities for reducing your taxable income. Many investors use the closing …
Gifts & Taxes: What to Know Before You Give
You can be generous with your loved ones during the gift-giving season without running afoul of the rules. One way …
Options for Your Tax Refund
What should you do with the money? A look at some choices. Each year, about 70% of taxpayers receive a …
A Look at the Gift Tax Exemption
How much can you gift in a year, and a lifetime? Federal tax rules allow you to give away millions …
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