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Financial Planning

Ten Year-End Tax Tips for 2018

November 3, 2018

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.   1. Set aside time to plan Effective planning requires that you have a good understanding of your current tax situation, as well as a reasonable estimate of how your circumstances might change next year.…

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Have You Made Any Of These Financial Mistakes?

September 18, 2018

As people move through different stages of life, there are new financial opportunities — and potential pitfalls — around every corner. Have you made any of these mistakes? Your 50s and 60s Raiding your home equity or retirement funds. It goes without saying that doing so will prolong your debt and/or reduce your nest egg.…

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