Tax
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
Perspectives on Tax Planning
Too often, taxes are only thought of once or twice a year
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Four Financial Resolutions (and Simple Ways to Keep Them)
Although financial objectives vary, there are a few collective steps everyone can take to ensure their goals stay on target.
Take the Headaches Out of Tax Season
How to make your life go a little bit smoother as you prepare your returns during the coming tax season.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
November Wealth Strategies
Senior Tax Strategist Kelsey Clair provides useful tax planning tips as we head into year-end.
Making the Most of Your Charitable Donations
Don’t just write a check to your favorite charity: These tax-advantaged strategies can give you more bang for your buck.
IRA's: To Convert or Not To Convert
Is it nobler to suffer the slings and arrows of your traditional IRA? It depends on your circumstances.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Perspectives on Tax Planning
Too often, taxes are only thought of once or twice a year
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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