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Tax Resources.

Whether you work with a financial advisor or manage your own portfolio, understanding the impact taxes will have on your investments can help you make informed decisions and potentially save money in the long run.

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Filling Out Tax Forms During Tax Season

Completing your tax forms is likely not your definition of a fun evening.  Whether you fill them out long-hand, use tax preparation software, or enlist the help of a tax…

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How to Manage Income Streams During Retirement

Planning for retirement can be complicated and stressful. You’ve worked hard for decades, and now you have to figure out how to manage your income streams and savings to enjoy…

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Tax Refund Schedule for 2023

Tax season is upon us. Studies show approximately 30% of Americans rely on their tax refunds to make ends meet. For some it’s important to know when to expect an IRS…

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What Are the Different Types of Taxes?

Whether you file your taxes with the help of an accountant or yourself, taxes impact everyone. America’s tax code is notoriously complex; however, taxes break down into discrete categories that…

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