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Tag Archives: Tax Planning
Tax Traps to Avoid in Retirement
Since we celebrated our nation’s birthday earlier this month, it’s only fitting to quote one of our founders: “Our new Constitution is now established, and has an appearance that promises permanency; but in this world, nothing can be said to … Continue reading
It’s Time for Year-End Planning – A To-Do List
As we just entered the fourth quarter of the year, now is the time to begin the year-end financial planning process. It’s time to get serious about both financial and tax strategy, evaluating open enrollment options at work, and reassessing … Continue reading