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Contact: Brian East, CFP®Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Will you be able to afford nursing home care?