Why Your Net Worth is a Vital Number to Know
Everyone likes to keep score. For most of us, when we keep score, we try to focus on improving it, whether it’s improving our golf game, losing weight, or building… Read More
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Why Your Net Worth is a Vital Number to Know
Do you know how to reduce your taxes and donate to charity in a tax-efficient way? Donor-advised funds may be your answer.
Many people, who have achieved or are well on their way to achieving their wealth goals, turn to philanthropy, and most begin their gifting in well-intentioned but haphazard ways. Even… Read More
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How Can I Lower My Tax Bill This Year?
The new tax laws brought along a few surprises for some taxpayers in 2018. As a result, you may be looking for new ways to lower your tax bill this… Read More
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Is it Time Once Again to Invest in Municipal Bonds?
While they may never be a hot topic of conversation around the water cooler, municipal bonds have been quietly working their way back into the discussion for investors looking for… Read More
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Avoid These 401(k) Plan Mistakes to Improve Your Retirement Savings
Thanks to a nearly ten-year bull market, 401(k) account balances are at record highs, providing future retirees with a more optimistic retirement outlook. However, through negligence or a lack of… Read More
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Is Paying Off a Low-Interest Mortgage Loan a Good Idea?
For many families, a mortgage constitutes a significant portion of their household debt. As a result, some people choose to reduce this debt as much as possible before entering retirement,… Read More
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8 Steps for Planning for a Successful Retirement
It’s never too early to start planning for a successful retirement. In fact, for most Americans, it takes years of planning and forethought to retire comfortably. Unfortunately, many people don’t… Read More
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Social Security Taxes Explained
The need for financial security as we age and become unable to support ourselves through gainful employment is not a new concept. As early as the turn of the 17th… Read More
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How to Financially Prepare to Sell Your Business
Selling your business is a big deal. For some, it marks the end of an era—a money move toward retirement or a way to transfer to another line of work.… Read More
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