Why should you never write a check to your favorite charity? Because there are better ways to support the causes that you care about. Watch this video to learn about two strategies that will mutually benefit both you and the organizations that do good for others....
Mutual funds often spin off a significant amount of dividends and capital gains at the end of the year, causing unexpected tax problems. What can you do to mitigate the impact of these distributions on your finances? On this podcast we will walk you through your...
It is tax time once again! Wouldn’t it be nice to get excited about taxes like many do for the Super Bowl? Could you imagine all the different tax jerseys fans might wear… 1099, W-2, 1030, K-1, etc.? The reality is that few of us get excited about tax...
Your retirement income affects more than just taxes. We'll discuss what you need to know about taxes in retirement, and share strategies that will let you keep more of your hard-earned...
Over the past several years the federal government has been on a spending spree, while at the same time cutting taxes. Does this mean you will be paying more in taxes soon? Modern Monetary Theory vs. Conventional Thinking If you borrow money, you have to pay it...
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