The Ultimate Tax Shelter
If you are eligible to but are not taking advantage of itemized deductions on your tax return, then you could be missing out on thousands
January 29, 2016
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Category: Taxes
4 Secret Benefits of Setting Up a 401k
As a business owner you have a tremendous opportunity that your employees do not have. You have the ability to set up a 401k plan. Employees
January 12, 2015
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Should You Set Up A Small Business 401k?
401k plans are a great tool for small business owners to achieve their retirement goals. But let’s not put the cart before the horse. The
January 9, 2015
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What Does A Comprehensive Financial Plan Look Like?
Many people don’t truly know what comprehensive financial planning is. They don’t understand that it is a process whereby a Financial Planner helps them to:
November 14, 2013
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Tax Efficient Investing
Tax efficient investing is likely something that has crossed your mind. After all, who doesn’t want to save money in taxes. There are two strategies
November 11, 2013
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Understanding the Fiscal Cliff
Last year we witnessed many children fighting over their toys. I mean, we witnessed Congress have a very kind spirited debate regarding government taxation and
February 4, 2013
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