Proactive Tax Planning 5 of 6
3 Ways Charitable Remainder Trusts Provide Tax Advantages A charitable remainder trust can serve many purposes in one’s...
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Proactive Tax Planning 4 of 6
5 Tax-Minded Reasons to Have Life Insurance We offer proactive tax planning advice in an effort to accomplish two things...
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Proactive Tax Planning 3 of 6
One Roth IRA Workaround for High-Income Earners If you understand the concept of compounding interest and believe your...
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Proactive Tax Planning 2 of 6
8 Reasons to Convert to a Roth IRA No one wants to pay more than his or her fair share in taxes. Nor should you pay...
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Proactive Tax Planning 1 of 6
The Concept of the Four Tax Buckets No one wants to pay more than his or her fair share in taxes. Yet few have a good...
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To New Beginnings
A new baby is like the beginning of a lot of things in life - full of wonder, hope and a dream of possibilities. Desiree...
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Cleaning Out Your Financial Garage
I cleaned out my garage last weekend. I tend to accumulate things I don’t need or don’t often use. I pile up things that...
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5 Ideas For Gifting Non-Retirement Assets
At some point in your life, if you have accumulated assets, you may consider using your wealth to help others. Whether...
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6 Considerations for Pension Election
Lots of baby boomers are hitting retirement age. And with retirement come some pretty big irrevocable decisions. One of...
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4 Things to Know About a Qualified Charitable Distribution (QCD)
For those who have reached the age 70 milestone with taxable retirement dollars set aside, the IRS is knocking on your...
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ABC's of Financial Planning
Last week we discussed some common financial planning mistakes that even financially conscientious people make. With as...
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5 Common Planning Mistakes You Can Easily Fix
Sometimes progress is as much about knowing what NOT to do, as it is about figuring out what to do. The path to growing...
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