After market-risk and inflation-risk, which investors take great strides to mitigate through sound investment practices, taxation-risk presents the biggest
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One of the most important tenets of investing for retirement is to diversify broadly for the best possible long-term returns in your portfolio. However, for the
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Next to the IRS, the most formidable and intimidating institutions people will face are the insurance companies and the medical care complex. Both are at the
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If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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As the saying goes there are two things that are inevitable: death and taxes. And, out of those two sure things, you can only really plan for your taxes. It
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The annual meeting is rescheduled to sometime later this quarter and the family reunion is sometime next summer, but like certain holidays and your birthday you
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Donations to charities are a win-win when it comes to filing taxes. You can feel good about helping a cause you care about as well as write off the donations to
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A home is a place to rest your head, to create memories, and to cook dinner. It’s where your pets are—your family. What people most often forget about their
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For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes
A lot of people are under the impression that tax planning is only for high-wealth individuals. However, like financial planning, just about everyone can
