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Feel Like You Paid Too Much in Taxes? Here’s How to Prepare for Next Year

Feel Like You Paid Too Much in Taxes? Here’s How to Prepare for Next Year

A day that no one looks forward to is upon us—tax day. Whether you did your 2021 taxes in February or are scrambling to complete them now, finishing i...

Changes and Challenges for Tax Season 2021 - Here’s What You Need to Know

Tax season is never fun. Between the lingering economic impact of COVID-19, and the changes that come along with a new administration in the White Hou...

5 Retirement Plan Options for the Self-Employed

You’ve probably heard about the Great Reassessment. Millions of workers are leaving their jobs every month, searching for better opportunities or more...

Electric Vehicle (EV) Tax Credit: Biden’s Bill Could Put More Savings in your Pocket for Retirement

Have you thought about going electric with your next car purchase? Electric vehicles continue to grow in popularity as the technology matures, prices ...

Year-end Financial Planning for Retirees - Consider These Strategic Tax Moves Before the End of 2021

Shockingly, 2021 will be winding down in the coming weeks. Another notable year has flown by with continued repercussions from the pandemic, wildfires...

How to Rollover Your 401(k) When You Retire

Retiring soon? Congratulations! Reaching retirement is a big and exciting accomplishment. But it’s also a time of transition, and there are a lot of c...

How to Use HSAs to Your Advantage in Retirement

Rising medical expenses are a fact of life in the United States. Accordingly, health care costs have become an increasingly important aspect of planni...

Are Prepaid Funeral Plans a Good Idea?

Planning for your own passing can be a difficult process. Estate planning is a key part of any comprehensive retirement plan. But it’s easy to overloo...

Working from home? You may qualify for tax savings

Have you switched from renting office space to working from home to run your small business? 

Using the Tax Triangle to Save Money and Boost Your Retirement Plan

Most people know they need to save for retirement, but they may not realize they also need to think about spending their retirement savings strategica...

Summer’s Tax Day - Income Tax Filing Tips for 2020 and Beyond

As we roll into summer, many retirees are thinking about getting some vitamin D and what family vacations look like during a global pandemic. Unfortun...

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