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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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Jan262023

ResourcesTaxes

Tax Credits vs. Tax Deductions: What’s the Difference?

Planning Made Simple

There are a variety of methods to decrease your tax burden. Two of the more popular ones are tax credits and tax deductions. While these may seem like the same thing,…

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January 26, 2023

Jan172023

ResourcesTaxes

How To Fill Out A W-2

Planning Made Simple

One of the essential documents employees have is a W-2. Filling out a W-2 form can seem overwhelming for both employees and employers. This form usually isn’t completed by current…

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January 17, 2023

Jan122023

ResourcesTaxes

Who Claims a Child on Taxes With 50/50 Custody?

Planning Made Simple

  Dependents claimed on your tax return can yield valuable tax benefits that may include the ability to claim the child tax credit and the child and dependent care tax…

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January 12, 2023

Jan032023

ResourcesTaxes

Taxes Could Skyrocket Under This Social Security Bill

Planning Made Simple

Social Security is one of the most popular and enduring government programs in U.S. history and has funded the lives of senior citizens for more than 80 years, through good…

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January 3, 2023

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