Remove Education Remove Retirement Planning Remove Taxes
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All the Tax Benefits You Need for Your Small Business

Harness Wealth

Tax deductions can save you thousands annually by reducing your taxable income through legitimate business expenses. Understanding these deductions is more critical than ever as tax laws evolve, presenting new opportunities for savings. Understanding this distinction is crucial for maximizing your tax benefits effectively.

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Your Future, Your Way: Navigating Estate & Retirement Planning as an Investor

Zoe Financial

This guide consolidates what we’ve learned to help you refine, update, or pressure-test your current retirement and estate strategy with confidence. Getting Started: What First-Time Planners Should Know Even for seasoned investors, key decisions around taxes, estate structure, and long-term income planning can carry significant implications.

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Tax Filing Errors Freelancers & Contractors Often Overlook

Harness Wealth

Freelancers and contractors may enjoy greater flexibility and independence than full-time employees, however, this autonomy brings increased tax responsibility. Unlike W-2 employees, freelancers and independent contractors are responsible for managing their own tax obligations, which can be a complex process.

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Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth

Yardley Wealth Management

Retirement Planning: Looking Beyond the Basics For 2025, it’s essential to think beyond the standard “maximize your 401(k)” advice. While that remains important, consider diversifying your retirement strategy. While that remains important, consider diversifying your retirement strategy.

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How to Maximize Tax Deductions for the 2025 Filing Season

Harness Wealth

April 15 marks the IRS tax return filing deadline for 2025. Although this is the traditional tax filing deadline, given the spate of recent natural disasters (such as the California wildfires and Hurricane Milton), the IRS is granting certain filing and payment extensions beyond this date.

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Can You Live Off Dividends In Retirement?

Darrow Wealth Management

So historically, every $1 million invested would yield annual dividend income of $19,800 on average… before tax. If you own 10,000 shares, you receive $40,000 in dividend income (before taxes) and have a portfolio currently worth $2M. If qualified, the IRS uses more favorable long-term capital gains tax rates.

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How to Get Comments on Your Social Post: Social Media for Financial Advisors

FMG

For example, if you post about how you helped a client save for their childs college education, ask followers to share their own financial wins or challenges. Instead of listing ten tips for retirement planning, share your top three and ask, What would you add to this list? Lets break it into manageable steps together.