Financial Planning

8 Behavioral Biases That May Hurt Your Investments

Do you feel the pain of loss more than the joy of gains? How to separate emotions from investing. It’s…

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What’s the Difference Between Marginal and Effective Tax Rates?

In order to explain the difference between “marginal” and “effective” tax rates, it’s important to first dispel a common misconception:…

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Analyzing Your Tax Return

Another tax season is upon us.  Many people tuck their tax return and supporting documents into a folder and hand…

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What You Can Learn From Your W-2 Tax Form

Only employees will receive a W-2. As you review your W-2, here are some of the key line items to…

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What You Can Learn From Your 1099 Tax Forms

The first thing to know about 1099s is that there are several different subtypes: 1099-DIV, 1099-INT, 1099-R, 1099-MISC, and so…

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What You Can Learn from Your Tax Return: Form 1040

Between the Tax Cuts and Jobs Act of 2017 (TCJA), SECURE ACTs, and the changes to the 1040 tax form(s)…

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