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  • Category: Tax Planning

Divorce Planning, Financial Planning, Retirement Planning, Tax Planning

Should you value your pension?

[thrive_headline_focus title=”Should You Value Your Pension?” orientation=”left”] Jill came to our office for post-divorce ...

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Financial Planning, Retirement Planning, Tax Planning

Saving Taxes with the Roth and the Traditional IRAs

Which Account Saves You More Taxes: the Roth IRA or the Traditional IRA?The Tax ...

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Financial Planning, Retirement Planning, Tax Planning

How does the SECURE Act affect you?

[thrive_headline_focus title=”How Does The SECURE Act affect you?” orientation=”left”] After several months of uncertainty, ...

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Financial Planning, Retirement Planning, Tax Planning

Year End Tax Planning Opportunities

[thrive_headline_focus title=”Year End Tax Planning Opportunities” orientation=”left”] The Tax Cut and Jobs Act of ...

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Divorce Planning, Financial Planning, Investment Planning, Tax Planning

Is A Health Savings Account Right For You?

[thrive_headline_focus title=”Is A Health Savings Account Right For You?” orientation=”left”] It is health insurance ...

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Divorce Planning, Financial Planning, Tax Planning

McKenzie Bezos: 4 Wealth Strategy Concerns

McKenzie Bezos: 4 Wealth Strategy Concerns On April 4th, it was announced that McKenzie ...

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