10 Things to Do Before You Retire
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Simple Things to Prepare for Social Security and Medicare
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The Invisible Losses
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Ways to Reduce Your 2023 Taxes in 2024
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1031 Like-Kind Exchanges – What Is It, and Could This Strategy Possibly Be Eliminated?
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Thoughts for the Generationally Minded
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New Retirement Planning Laws for 2024
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Are You Charitably Inclined? A Donor-Advised Fund Could Offer Many Benefits
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Maximize the Amazing Abilities of Your Health Savings Account (HSA)
This is probably not the first time you have heard us rave about how great a Health Savings Account is and most likely won’t be the last. But the truth is that most people who have a Health Savings Account…
Sweets, Alcohol, and Deferring Taxes
What could sweets, alcohol, and deferring taxes have in common? Plenty. All three are fun to enjoy in moderation, but when overdone, they all come with consequences. Today, Americans saving for retirement have the option of either Traditional IRA/401k/403b accounts…