Courtesy photoConsidering how to pay for health care before you need it can help you save money. As most are aware, it can be quite
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The priority deadline to apply for state programs is mid March at some schools. Priority deadlines for financial aid have been extended for some local
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5 Vital Financial Strategies Business Owners Often OverlookPhoto Courtesy of Taylor Financial Financial strategy is the backbone of enduring success in the dynamic business world.
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A man holds his head while reading a bill. Retirement can bring a sense of freedom and relaxation, but it can also come with unexpected
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Advisors have two years to make big tax-saving moves for their clients, says Ed Slott. After that, a legislative window could close that opportunity forever.
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A couple’s financial compatibility is becoming just as important as physical and intellectual compatibility when it comes to young relationships, according to research published from
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RALEIGH, N.C. — Financial experts say now is the time to start thinking about money moves that will set you up for success in the
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Are you tired of spending money on toys that just end up broken or in the back of a closet? Well, have you thought about
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Your wealthy clients likely deal with IRS tax forms more than other clients—and it’s likely they’re getting these forms late in the year from the
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You’ve heard “Use it or lose it.” Well, when it comes to you clients’ kids, it’s “Know them or lose them.” That means, you need
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The Internal Revenue Service recently bumped the income thresholds for its tax brackets by 5.4% for 2024, its latest adjustment to account for elevated rates
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Section 1202 of the Internal Revenue Code has long allowed taxpayers to exclude the sale of certain qualified small-business stock from federal capital gains taxes,
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