Taxes
Are You Missing Key Areas in a Financial Plan? Here’s How to Find OutÂ
When it comes to financial planning, certain areas tend to attract more attention than others. Investments often take center stage, while other parts of a plan (like tax strategy, income…
Read MoreDivorce and Finances: What to Know About Money During a Major Life TransitionÂ
Divorce often brings emotional and logistical challenges, but it also carries significant financial implications. This is especially true for individuals divorcing later in life, a trend sometimes referred to as…
Read MoreFive Tax-Advantaged Investments to Consider for Your Portfolio
Last Updated: December 18, 2024 Benjamin Franklin, one of the founding fathers, once famously said: “… in this world, nothing is certain except death and taxes.” While these words hold…
Read MoreFive Ways to Minimize Taxes When You Inherit Money
Last Updated: July 16, 2024 After someone dies, their assets are usually transferred to their heirs—whether that be their spouse, children, or other blood relatives. Whenever assets are transferred, a…
Read MoreWhat Are Capital Gains and Capital Assets?
Last updated: 2/29/2024 Understanding capital gains, losses, and assets are important to your overall financial strategy. Asset appreciation, like from your stocks or real estate, is exciting, especially when you…
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