Insurance Retirement Planning Strategic Planning 
Carson Wealth
MAY 29, 2025
Having a retirement planning checklist can help make this final commute the time of reflection and joy it should be. While you simply cant plan for everything, having the essentials in place can give you the confidence and clarity you need to enjoy the freedom retirement can provide.
Harness Wealth
APRIL 17, 2025
The Actual Expense Method opens up possibilities for larger deductions, particularly for newer or luxury vehicles, by allowing you to deduct the business percentage of real costs, including fuel, maintenance, insurance, and depreciation. To maximize these benefits, it is essential to understand what qualifies as deductible travel.
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Financial Symmetry
APRIL 9, 2025
Business ventures or new income sources without tax withholding also necessitate proactive planning to avoid year-end surprises. Crafting a Smart Donation Strategy The decision to itemize or claim the standard deduction involves strategic planning, especially given the elevated standard deduction under current laws.
Harness Wealth
APRIL 16, 2025
million in total purchases, enables strategic planning of major technology investments. Near year-end, profitable tech companies can reduce current year tax liability by prepaying qualifying expenses such as subscriptions, maintenance contracts, or insurance premiums. This generous limit, with phase-out beginning at $3.05
Nerd's Eye View
SEPTEMBER 2, 2022
From there, we have several articles on investments: How Morningstar plans to simplify its rating system amid continued concerns about its effectiveness. Why private placement life insurance policies could become an increasingly popular option for ultra-high-net-worth clients.
WiserAdvisor
NOVEMBER 14, 2023
Retirement planning is an essential aspect of financial security, especially as one transitions from a phase of regular income to relying on savings and investments. With increased life expectancy, the modern retirement plan may need to account for not only a longer life but also for the increased expectations during this phase.
Getting Your Financial Ducks In A Row
APRIL 24, 2023
Gone (mostly) are the days of company pensions taking care of the lion’s share of our retirement income needs. In the place of pensions are many different options, including 401(k), IRA, Roth-type accounts, Social Security, and insurance products, plus some outliers such as Health Savings Accounts and 529 plans.
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