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5 Tax Mistakes Costing Retirees & Pre-Retirees Thousands
Many pre-retirees approaching retirement focus exclusively on accumulating wealth while overlooking a crucial factor that could cost them: inefficient tax planning. A well-executed tax strategy that avoids common tax mistakes can save thousands of dollars in...
7 Ways to Minimize Next Year’s Tax Burden
Tax season can be a stressful time for many people, especially if you're not fully prepared. However, with some advance planning and preparation, you can take steps to minimize your tax burden for the coming year. Here are 7 things you can do now to trim your tax...
Setting Financial Boundaries with Adult Children
According to a report from earlier this year, “Half of parents with adult children provide regular financial assistance to their grown offspring. The average support per adult child is $1,474 monthly, about 6% higher than last year.”1 When you work hard to build...