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Category: Taxes


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The Times They Are A-Changin’ – Rethink Your Capital Plan

American capitalism, as we know it, has changed. And with only three months left in 2020, it is time to rethink your capital plan….

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Universal Basic Income is a Bad Idea

There has been a lot of talk about Universal Basic Income (UBI) lately. It has recently resurfaced as former Presidential hopeful, Andrew Yang, called…

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Three Actionable Financial Steps During COVID-19

We are beginning to see various areas of the U.S. open their local economies amid pressure from small business owners. I don’t blame the…

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What is the New Secure Act?

How your IRA, 401(k), and other saving plans are affected by the SECURE Act Since Congress passed the Setting Every Community…

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The U.S. Economy Dodged A Bullet in 2019

There is very little doubt that the U.S. economy narrowly avoided a recession this year. We faced numerous concerns that threatened economic growth, and…

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Is Tax-Loss Harvesting Worth it? | The Ultimate Guide

What is tax-loss harvesting? In its purest form, tax-loss harvesting is designed to save you money on your realized taxes today…

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How to Invest an Inheritance | A 9-Step Guide

How to Invest an Inheritance – and More: A 9-Step Guide on What to Do With Inherited Money in San Diego …

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Investing After Retirement

If you are nearing retirement, or are already retired, chances are pretty good that you are keeping a close eye on your portfolio. Retirement…

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What Is Estate Planning?

While there are many financial services and investment strategies to consider while you are young, estate planning is an important step that you should…

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