Tuesday, December 14, 2021
Be proactive as we close out 2021 by taking these steps to minimize your tax liability.
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Wednesday, December 1, 2021
Retirement planning is far from simple. While that may seem like a blatant understatement, it’s especially true when you start looking at all your options and try to determine the right savings strategy for you. Each of your many...
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Monday, November 8, 2021
If you mentally check out as soon as you hear the word “tax,” you’re not alone. But if you own property or have investments you want to sell, you might want to tune in—or capital gains tax could cost you. And if...
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Thursday, August 12, 2021
Families of individuals with disabilities can set up a special needs trust (SNT) to provide their loved ones with financial support throughout their lives. Parents often establish SNTs for their children, and others can contribute to...
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Monday, August 9, 2021
The real estate market is one of the fastest growing sectors of the U.S. economy. It has been steadily rising since 2012, (1) inspiring thousands of Americans to start their own real estate agency. With over 3 million active licensees...
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Tuesday, July 6, 2021
The risks are clear concerning an investment portfolio with holdings concentrated in a small number of companies. In many cases, executives and other highly compensated individuals cannot sell their stock easily. Sometimes stock...
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Thursday, May 20, 2021
Even as COVID-19 resulted in a weaker economy and the loss of millions of jobs, the pandemic ignited quite the housing boom, surprising many experts around the globe. This is good news for real estate agents, who are enjoying the...
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Tuesday, April 20, 2021
Employers commonly offer stock options to employees as a way of fostering a greater sense of ownership and encouraging long-term commitment. Two common types of stock options offered to employees are incentive stock options (ISOs) and...
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Tuesday, March 16, 2021
There’s a reason your employer offers you a benefits package; it’s an incentive for you to stay with the company and a reward for your hard work and loyalty. Plus, if your employer can align your financial well-being with...
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Choosing a financial advisor is an important decision. By collaborating with a financial professional, you can optimize opportunities and take advantage of planning strategies you might otherwise not have known about. A financial...
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Monday, January 18, 2021
It can be hard enough to manage your finances when your circumstances are relatively simple, let alone when you have extra challenges due to your career. When you need help, how do you know who to turn to? Who can you rely on to...
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