MainStreet Financial Planning
JUNE 13, 2023
You can request a social security number along with your baby’s birth certificate. Update your life and disability insurance. Now more than ever you want to have appropriate life and disability insurance coverage, so if something unexpected happens your family will be OK. Take advantage of tax breaks.
Tobias Financial
JUNE 19, 2023
Speak with your advisor now, before a storm is on the way, about your storm insurance coverage and be sure you are as protected as you can be. Make digital copies of essential documents, such as: Tax returns, wills, trusts, and powers of attorney, birth and marriage certificates, and social security cards.
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WiserAdvisor
MARCH 13, 2024
Investment planning also plays a crucial role in tax optimization, enabling you to minimize tax liabilities and maximize after-tax returns. Additionally, tax-loss harvesting, and other tax-optimization strategies can further improve the tax efficiency of your investment portfolio, thereby enhancing overall returns.
eMoney Advisor
DECEMBER 6, 2022
They can check their homeowner’s insurance coverage before making a claim once the storm has passed. Encourage your clients to keep their wills, birth and marriage certificates, passports, and the like in a fireproof, waterproof box that they can take with them when they evacuate. One last note on paperwork.
WiserAdvisor
DECEMBER 1, 2023
It also puts physicians in the upper slabs of federal tax brackets. Tax is one of the most significant cash outflows for physicians, which they cannot ignore. They bring a wealth of expertise in developing tax-efficient strategies to ensure physicians are able to retain more of their hard-earned income.
Good Financial Cents
FEBRUARY 1, 2023
Examples include Certificates of Deposit (CDs) , High-Interest Savings Accounts, etc. They offer the same tax advantages as traditional annuities and can be used as a retirement savings vehicle. Additionally, the interest earned on Treasury bonds is exempt from state and local income taxes. Department of Treasury.
Yardley Wealth Management
JANUARY 18, 2022
Other Specialized Trusts: If you’re preparing for a business succession, philanthropic endowment, multigenerational legacy, or similar higher goals, a specialized trust may help minimize tax ramifications and facilitate optimal outcomes. Where do you keep your house keys, wallet, security codes, computer logins, etc.?
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