How to not pay capital gains tax (Opportunity Zones)
If you’re fortunate to have an imbedded capital gain, either from company stock or other investments held during the last decade...
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Flex Spending Account vs Health Savings Account
It’s that time of year you can elect your benefits through work. Your employer may offer a Health Savings Account (HSA) and/or a Flexible...
Life insurance as a wealth building strategy
Life insurance is more than just a strategy to provide for your kids should something happen to you; it's also a wealth accumulation...
The evolution of long-term care
If you’re facing aging parents who might need care or are planning for your own care, then you may be struggling to find options. The...
Getting married checklist
Congratulations to you if you’re about to tie the knot! Beyond the cost of the wedding and honeymoon, there will be some other financial...
Make the most of your tax filing
The April 17th tax filing deadline is fast approaching and the IRS expects either a tax return or an extension filed by this date....
Time to give back
With the passing of the new U.S. budget, government spending cuts to nonprofits and various federal programs are very real. And, with the...
Launch your startup this year
If you've been looking for a reason to launch your startup then this may be your year. With stocks at all-time highs and the Trump tax...
How to take portfolio gains
With the Dow reaching an all-time high of 25,000 last week, you may be wondering if now's a good time to sell and take profits. Common...
The New Tax Bill will impact your financial plan next year
With today's signing of the Tax Cuts & Jobs Act by President Trump, we can look forward to an even more complex tax year in 2018. Here...
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