Category Archives: Planning Strategies

Resources on IRS.gov Help All Taxpayers Understand Tax Reform

The following article was published by the IRS. IRS.gov is a great place for taxpayers to visit when they have questions about the Tax Cuts and Jobs Act. The legislation, which was passed late last year, includes changes to many … Continue reading

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What is An Annuity?

What is an annuity? An annuity is an investment product that pays out a steady stream of income over time during retirement. When you purchase an annuity, usually from an insurance company, you agree to make a lump sum payment … Continue reading

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How Stores Get You to Spend

Whether it’s clothing, groceries, electronics, or home goods, odds are that you spend more than you should when you go into a store. Why is this? It’s simple marketing. Stores are experts in running promotions and sales that get us … Continue reading

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What is a Power of Attorney?

A power of attorney is simply a legal document that gives you the right to name one or more individuals to step into your shoes and act on your behalf in certain pre-determined circumstances. Two terms used in this document … Continue reading

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One Simple Tip to Save Thousands on a Mortgage

The single best tip to getting the best rate on a mortgage is to check your credit score and credit history. Don’t check it just before applying; check it in advance, up to a year in advance of when you … Continue reading

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Stocks and Bonds 101

There is a lot of confusing investing terminology that is out there. As an investor, you may not need to know it all, but you should have a solid understanding of the basics. Here are two basic terms that everyone … Continue reading

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Time for Tax Planning

While the summer is starting to wind down and memories of vacations and beach days are still fresh in everyone’s mind, now is a great time to begin to think about your taxes. Sure, tax day is still a long … Continue reading

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