Taxes

Conducting a Mid-Year Investment Portfolio Checkup? Avoid These Mistakes

When it comes to checking up on your portfolio, a policy of benign neglect invariably beats too much monitoring.  Investors…

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You’ve Accumulated a Nice Nest Egg. Now Simplify It.

After a lifetime of investing, your portfolio may be an unwieldy mess. Fix that now.   When you’re investing for…

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Personal Financial Records Retention Suggestions

When it comes to financial records retention and records retention guidelines, there aren’t any hard and fast records retention guidelines. …

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7 Tax Fundamentals Every Investor Should Know

The tax code might be complicated, but the basic ideas behind tax-smart investing are pretty simple.  Here are seven fundamentals…

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The Investor’s Guide to Income Taxes

Key Points Understanding what constitutes income can help you pay less in taxes The amount of income you’re required to…

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2014 Year-End Tax Planning

Are you confident you are doing everything you can to minimize your income taxes?  If not, now may be time…

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