We are always researching for tax tips and strategies that our clients can implement to lower their tax liability and improve their financial position. See below for a few simple tips that can be applied to your individual situation. 


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Managing Your Healthcare Costs in Retirement


Financial Planning Check Up


What You Should Know About The SECURE Act

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Roth vs. Traditional IRA: Which One Is Right For You?

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What Will Happen When Social Security Runs Out?


The Impact of Your Pension On Your Social Security Benefits

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Five Things That Every IRA Owner Should Know

Market Analysis

Tax Consequences of Reinvesting Your Mutual Fund Distributions

Office Work

Year-End Review of Your Retirement Accounts

Beautiful Private House in the Suburb

Tax Implications of Selling Your Home

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Will vs Trust: Which is Right for You?

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8 Security Tips in Light of the Equifax Data Breach

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Avoiding The 10% Threshold for Medical Expenses

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5 Things You Can Do Right Now to Help Improve Your Retirement Years

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Avoid The Hidden Traps of Retirement Plan Loans