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Financial Planning

Financial Planning

What Should You Keep?

Even with less itemizing, there are still documents you want to retain for years to come. Fewer taxpayers are itemizing in the wake of federal tax reforms. You may be one of them, and you may be wondering how…

Financial Planning

The Major 2018 Federal Tax Changes

Comparing the old rules with the new. The Tax Cuts and Jobs Act made dramatic changes to federal tax law. It is worth reviewing some of these changes as 2019 approaches and households and businesses refine their income tax…

Financial Planning

The Power of Compounding

This is the factor that could really build wealth for young adults. Most wealth is built gradually. Sometimes it is built without any great financial sacrifice. You can cite one factor that promotes wealth building perhaps more than any…

Financial Planning Health

A Look at HSA Accounts

Health Savings Accounts may provide you with remarkable tax advantages. Why do higher-income households inquire about Health Savings Accounts? They have heard about what an HSA can potentially offer them: a pool of tax-exempt dollars for health care, a…

Financial Planning

Why Having a Financial Professional Matters

A good professional provides important guidance and insight through the years. What kind of role can a financial professional play for an investor? The answer: a very important one. While the value of such a relationship is hard to…

Financial Planning

Bad Money Habits to Break in 2018

Behaviors worth changing for the New Year. Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns year after year. If you sometimes succumb to these financial tendencies, the New Year is…