Tag: retirement

Giving the Gift of Tax Savings

Tax planning is a year-round endeavor, but there are numerous year-end strategies that might reduce your 2015 tax bill. As we approach the gift-giving season,

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Social Security and You

Planning for social security benefits has apparently become a hot topic for many readers. Buying into the idea that social security will be broke in

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Saving Too Much?

During his annual review with us, one of our clients half-jokingly remarked that he felt that he and his wife were “saving their way into

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The Ultimate

Do you ever wish you could pay your life insurance premium with pre-tax dollars while keeping your benefit tax free? I am here to remind

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