Planning for retirement involves more than just saving money and investing wisely—it also requires proactive tax planning. Just as you diversify your investments to minimize risk and boost potential returns, diversifying your retirement savings across…
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10 Powerful Questions to Ask Yourself If You’re Considering Early Retirement
While early retirement may feel like a fantasy for some, it’s increasingly becoming a reality for many Americans. In fact, a recent study from Natixis Investment Managers found that the average American worker hopes to…
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Why Proactive Tax Planning Can Save Your Family Money In The Long Run
If taxes were a common household game, what would they be? While your mind may instantly go to something maddeningly random like “go fish” or intensely competitive like poker, it’s really much more of an…
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The 7 Most Common Errors On Your 2021 Tax Return and How to Avoid Them
The dawn of 2022 brings opportunities to create new resolutions and financial goals—and it also marks the beginning of tax season. While tax day on April 18th can seem far away, this year’s deadline will…
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5 Creative Ways to Avoid the Gift Tax (Including Paying for College)
We’ve officially entered perhaps the highest spending month of the year! In fact, Christmas celebrations are expected to cost 17% more this year when compared to 2019 (you can thank COVID-19 and inflation for that…
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