Objective Advice You Can Trust

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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Should You Pay Off Your Mortgage Early Before You Retire?

Some people enjoy the peace of mind that comes with being free from debt in retirement. But warm and fuzzy…

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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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6 New Year’s Investing Resolutions

Anyone who has ever successfully lost weight or ended a bad habit will tell you: The battle is never really…

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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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