Did you know numerous tax saving strategies don’t adhere to a year-end deadline? In this blog, we’ll explore some effective methods to minimize last year’s tax burden.
Minimizing the burden of taxes and avoiding potential complications of settling an estate are certainly worthy goals to aim for! In this blog, we’ll discuss how I address the goal of leaving a tax-reduced estate.
Rethinking65 features Quentara Costa’s insight on how tax benefits for continuing care retirement communities can make them more affordable.
It’s time to make sure you’re financially accounted for before the new year rolls around. It may be maxing out HSA and retirement plans, settling debt, or holding realistic assumptions about your spending habits. Here is a full list to consider tackling.
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