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…
Call Us First
The reason we are independent and fee-only is so that you can always Call Us First. If you are getting close to retirement and need to make choices with your company, Call Us First. If you want to update your estate…
5 Ways to Save for Your Child’s Education
Saving for your child’s education is a critical goal that requires careful and strategic planning. With the rate of rising tuition costs and the growing importance of higher education, it is certainly essential to explore effective strategies that will build…