Category: tax planning
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Tax Planning in Turbulent Times Part 3: Tax-Wise Financial Planning
In our last two pieces, we covered some tools of the tax-planning trade appropriate for high-achieving professionals like yourself, as well as how to deploy...
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Tax Planning in Turbulent Times Part 2: Tax-Wise Investment Techniques
In our last piece, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education,...
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Tax Planning in Turbulent Times Part 1: The Tools of the Tax-Planning Trade
Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No...
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How HSAs Can Boost Your Retirement Savings and Offer Triple Tax-Free Benefits
Have you heard about Health Savings Accounts (HSAs)? If you are a high-end earner, you might assume an HSA isn’t ideal for you. But before you dismiss...
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3 Steps to Take When Building Wealth Now So You Can Make the Most of it Later
Do you have what it takes to make the most of your lifetime wealth? If you’re on track financially, that’s a big part of the...
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Video Recording of Webinar: Smart Money Habits for Young Adults
Decisions to make today, so you can be financially secure tomorrow. We all have goals and dreams for our lives — Traveling, Buying a Home,...
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What to Do While Waiting Out the Bear Market
In our team’s experience, we’ve encountered investors who let emotions get the best of them, reacted to current events and dour market headlines, and always...
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5 Ways to Make Tax Season Less…… Taxing: Less Crying, More Filing
It’s tax time again and if it brings on feelings of anxiety and dread, we’re here to show you how filing your income taxes can...
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Donor-Advised Funds: Your Best Charitable Giving Option
As a smart investor, you want to maximize opportunities to grow your wealth and to take advantage of every financial tool available to make that...
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Are Your Retirement Dollars Being Trimmed by Taxes?
If you’re an attorney or similar high-end professional earning $400,000+/year, let’s face it: Your basic tax-advantaged retirement contribution limits won’t cut it. If you max...
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Substantial New Tax-Break Options for Business-Owning Attorneys
A Timely Tip for Business-Owning Attorneys: How the TCJA Can Help You Plan for Retirement Let’s take a little journey today, you and I, to...
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Building Wealth as a Busy Professional
As a busy, thriving professional, your life is going at a breakneck pace. At the same time, you want to build wealth for the future....
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