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Celebrating Financial Wins Part 1: A Thankful Approach, making deductible IRA contributions

Investing, Personal Finance, Retirement, Tax / 8 minutes of reading

As we approach Thanksgiving, the end of the year, and start thinking about taxes, I’m reminded of celebrating financial wins. A financial win I’m thankful for: the ability to make deductible IRA contributions.  This simple but powerful tool offers a range of benefits for those who qualify, especially you if you are not participating in […]

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How Can a Single Individual at 65 Maximize Their Retirement Income and Minimize Tax Liabilities?

Estate, Investing, Money Questions - Answered, Personal Finance, Retirement, Savings, Tax / 8 minutes of reading

How can a single individual at 65 maximize their retirement income and minimize tax liabilities? In this week’s “money question” insight we will discuss actionable strategies to maximize income and minimize taxes.  Turning 65 often means embracing retirement. You’ve worked hard, saved diligently, and now it’s time to enjoy the fruits of your labor. But

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