Contrary to popular belief, working with a CFP® or other quality financial advisor is so much more than investment management and budgeting. A quality financial
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There are a variety of strategies that can be used to help ensure you make the most of your retirement savings and minimize your total lifetime tax liability
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Roth conversions can be a great way to reduce the uncertainty regarding future tax liability. When done efficiently, Roth conversions can be used to help
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What they are and how they're taxed: Restricted Stock Units (RSUs), Employee Stock Purchase Plans (ESPPs), Incentive Stock Options (ISOs), Non-Qualified Stock
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We don’t prepare taxes, but we sure do get excited about tax brackets. If you’re at all interested in your financial future, you should too.
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The holidays are over and the excitement is winding down, but many of us are looking forward to the next big event. . . Taxes!
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I bet you haven't thought of these checklist items before. Finish this year strong and start next year off right with these amazing planning strategies!
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