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Tips on Tax Planning

July 27, 2023 by admin

Tips on Tax Planning

You may not think about taxes often, but they can prove to be a large expense. That’s why it’s important to make the most of any opportunities you may have to lower your tax liability. Here’s a look at some of the factors you may want to consider in your planning. Standard Deduction or Itemizing […]

Filed Under: Individual Tax

Tax Breaks for Elder Care

June 12, 2023 by admin

Tax Breaks for Elder Care

You may be one of the many people who provides some care for an elderly parent. The care may range from a simple daily check-in to more complex daily assistance with the basics of living. The stress involved in taking care of one or more parents can be significant. It can also impose a financial […]

Filed Under: Individual Tax

Tax Tips for Property Co-Owners

March 20, 2023 by admin

Tax Tips for Property Co-Owners

If you’re the co-owner of a property, whether it is joint tenancy as in marriage or tenancy in common between real estate partners, some tips can make life easier for you come tax time. Read on to learn more about how to handle co-ownership of property. Types of Co-Ownership There are several types of co-ownership […]

Filed Under: Real Estate

What to Know About Target-Date Funds

February 6, 2023 by admin

What to Know About Target-Date Funds

Learn how target-date funds can be a useful part of your retirement portfolio. Target-date funds are a relatively simple and convenient way to invest for a long-term goal. They can be particularly useful to investors who feel they lack the expertise or the time to invest their retirement savings effectively or to monitor their portfolios […]

Filed Under: Investment Tips

To Own or Not To Own: The Benefits of Being A Property Owner

January 5, 2023 by admin

To Own or Not To Own: The Benefits of Being A Property Owner

Are you debating on whether or not to buy a home? There are some substantial benefits of being a property owner that goes beyond not having a landlord. Here, seven of those benefits are revealed. There are some standard deductions involved in home ownership that apply to all homeowners. Let’s look at the top four: […]

Filed Under: Real Estate

Not All Bonds Are Alike

December 21, 2022 by admin

Not All Bonds Are Alike

Before adding bonds to your portfolio, it’s important to know some basics about how they work and the significant variations that exist among bonds. What follows is an overview. Bond Basics Bonds are essentially IOUs, issued by federal, state, and municipal governments as well as by corporations and governmental agencies. They are intended to raise […]

Filed Under: Investment Tips

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