12 Days of Tax Planning Ideas for 2019
There is still time to implement some great tax planning ideas for 2019. While many planning tools remain similar to last year, the IRS has issued new guidance that could affect your tax situation. Learn more about Charitable Contributions,...
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Unexpected Wealth
Whatever the circumstances, with newly created or realized wealth comes great responsibility, significant complexity and potentially unsettling emotions. Handling this responsibility effectively can help ease your financial stress, simplify the associated burdens, and enable a more gratifying life experience.
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Can I Live to 100 with Money to Spare?
That goal sounds great; however, retirement and longevity planning can be difficult. While our future is filled with a host of unknowns (family needs, life span, capital market returns, inflation), they should never prevent you from creating a plan....
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Equity Compensation: In the News & In Your Life
Equity compensation is pay in the form of company ownership or stock. It can be awarded instead of, or in conjunction with, regular cash compensation. Many employers consider equity to be a way of aligning an employee’s interest with...
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Winning the Financial Advisor “Name Game”
It might make sense to seek advice from a financial professional as you plan for retirement, so you start your research. Unfortunately, this results in a myriad of confusing titles: Financial Consultant, Financial Advisor, Advanced Retirement Specialist, Wealth Manager,...
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