Retirees can take various approaches when preparing for a the next bear market. Check out these strategies, and how they can help you.
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4 Must-Dos Before Retirement
When beginning your planning for retirement, there are a few steps that must be taken. Take a look at these 4 must dos, and make sure you get them done!
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Giving to Charity: Strategies to Ensure a Tax and Human Benefit Under New Tax Law
A new tax law has been passed that includes information regarding tax cuts and charitable donations. Learn more on this law, and how it affects you.
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Women Will Have a Different Retirement: Plan Accordingly
Women will have different retirement experiences, and planning processes than men. Check out how they differ, and how you can properly prepare.
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Why Couples Must Plan for Social Security as a Couple
Social security can be a helpful tool, and is even more helpful when planned correctly. Couples can plan their social security together, and save money.
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Winners and Losers in the New Tax Law (Including #MeToo)
Now that the new tax cut has been signed, new planning strategies will begin to emerge. Check out how these cuts affect you, or your business.
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Tax Reform Cheat Sheet
If you’ve been following the tax reform debate, odds are you’re confused. Here is a simple tax reform cheat sheet for some more information.
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