Tax Implications of Selling Your Home in Retirement Article, Post Retirement Tips, Retirement Planning, Taxes

Tax Implications of Selling Your Home in Retirement

...capital gain, you may want to consider reinvesting the proceeds in alternative assets, such as rental properties or tax-advantaged retirement...

Election Plea Article, From Our President, Hot Topics

Election Plea

...Markets also don’t care if you are nervous about one vs the other.  Markets care about the global world economy,...

The Tortoise and the Hare (An Investment Parable) From Our President, How to Invest

The Tortoise and the Hare (An Investment Parable)

...them to understand the importance of investing now and consistently over time.  Sure, you can wait 10 years to start...

Navigating the Tax Implications of a Career Change Article, Taxes

Navigating the Tax Implications of a Career Change

...tax benefits when used strategically. Retirement Plan Contributions Investing in your company’s retirement plan, such as a 401(k) or IRA,...

Understanding Net Investment Income (NII) Article, Financial Planning

Understanding Net Investment Income (NII)

...such as: Utilizing Tax-Advantaged Accounts: Investing in retirement accounts (e.g., 401(k)s, IRAs) or other tax-deferred or tax-exempt vehicles can help...

Mastering Cash Flow Management: Optimizing Your Business Finances Article, Bookkeeping, Taxes

Mastering Cash Flow Management: Optimizing Your Business Finances

...sale of goods or services. Cash Flows from Investing (CFI): This includes cash flows related to investment activities, such as...

Never Be the Dumb Money From Our President, Helpful Advice

Never Be the Dumb Money

...so what is the problem with investing in these businesses? Well, glad you asked. This is the exact description of...

Essential Tips for Early Retirement Article, Financial Planning, Retirement Planning

Essential Tips for Early Retirement

...appropriate asset allocation based on your risk tolerance, time horizon, and financial objectives. Leverage Low-Cost Index Funds Consider investing in...

Investment Advisor vs Financial Planner: Navigating the Differences for Optimal Wealth Management Article, Financial Planning

Investment Advisor vs Financial Planner: Navigating the Differences for Optimal Wealth Management

Table of Contents Investment Advisor vs Financial Planner The Role of an Investment Advisor Fiduciary Duty and Regulatory Oversight Investment...

CDs vs Bonds Article, How to Invest

Navigating the Realm of CDs vs Bonds: Unlocking the Secrets to Savvy Investments

...Maximizing the Potential of CDs and Bonds Conclusion Navigating the Realm of CDs vs Bonds Investing can be a daunting...

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