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3 Tax Optimization Strategies to Remember for Retirement

As you plan for retirement, it's important to consider tax optimization strategies to minimize your tax liabilities. Here are three key ways to optimize taxes in retirement, based on information from sources published between 2022 and 2023. Consider the Tax Structure of Your State [...]

Exploring The World of Literature at the Library

As the world becomes more digitized, many people may believe that libraries are becoming a thing of the past. However, this couldn't be further from the truth. Libraries are still essential for providing access to information, learning, and community building. In fact, libraries are [...]

An Investment Guide for IRAs

Investing in an Individual Retirement Account (IRA) is an excellent way to save for retirement. However, selecting the right investments for your IRA can be challenging. In this article, we will explore some strategies to help you choose the best investments for your IRA. [...]

How To Save Money on Travel This Summer

Summer vacation is just around the corner, and if you're looking to save some money and make the most out of your trip, here are some travel hacks you can use. Book Flights Early Airlines sell flights at least 11 months in advance, so [...]

Mailbag: Tax Strategies, Charitable Lead Trusts, and More

When you’ve made your small business both your livelihood and retirement plan, there’s a lot to sort out when you’re ready to sell it. Brian answers a question from the mailbag from someone ready to wash his hands of owning and running a storage facility. What can he do to avoid a big tax bill?

Healthcare in Retirement: The Basics

Healthcare insurance is a crucial aspect of managing one's health and finances. Understanding its basics can help individuals make informed decisions to help them stay healthy without running into unexpected costs. Here are some important points to keep in mind:   Types of health [...]

The Most Expensive Tax Mistakes

Are you prone to making these major mistakes when it comes to taxes and overpaying? You have to be looking at your income and looking at your deductions and strategize in order to avoid major tax mistakes. Are you doing everything you can do? One of the keys to cutting taxes is timing. What other strategies should you keep in mind?

6 Items to Put on Your Estate Plan Checklist

An estate plan is a legal document that outlines a person's wishes for the distribution of their assets and property after their death. It is essential to create an estate plan to ensure that your family and loved ones are taken care of in [...]

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