11 Dec
December 11, 2019

Taxes are complicated and so is retirement. When you combine the two, it can get a bit overwhelming. The silver lining is that people who are retired, or are on their way to being retired, have some incredible opportunities to implement tax savings strategies that could benefit them for the rest of their lives. Here are five Tax-Smart Retirement strategies to consider.

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22 Dec
December 22, 2017

In the 1630s in Holland, tulips were a relatively new flower. (The first tulips came to Europe from Turkey in 1554.) The flowers were perceived as a luxury, so they were in high demand across Europe and there was a limited supply. In the mid-1630s, speculation entered the market. The price for tulips began to rise beyond the “rational” price of a flower. By early 1637, the highest valued tulip bulbs were selling –singly – for more than ten times

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04 Jan
January 04, 2016

Ben Franklin once said, “Be at war with your vices, at peace with your neighbors, and let each New Year find you a better man.” The beginning of a new year often leads us to examine our lives and find ways to battle vices.

While many of our goals for the New Year may be physical in nature, there are many parallels between our physical and financial well being. When I think of financial goals, I divide

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09 Nov
November 09, 2015

Have you asked yourself where your paycheck will come from in retirement? Once taxes  are considered, will it be enough to live the way you want? For most of us, starting and ending our career with the same company is a thing of the past, as are the days of pension checks funding the majority of our retirement.  For better or worse, most of us now bear the responsibility for our own retirement planning and determining how our savings will

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10 Aug
August 10, 2015

Our journey through life involves setting goals such as graduating from college, buying home, starting a new business, or traveling the world, and working to accomplish those goals. It’s invigorating to identify a dream and set plan in place to achieve it. The feeling of pride that comes from reaching a new milestone and realizing the fruit of our efforts is one of a kind.

Saving for retirement is a very important life goal but it can

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