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Results for: tax planning
Financial Checklist Our goal is to help you make confident financial choices every day and – ultimately – help you […]
Having Tax Problems? You’re Not Alone “No new taxes!”. Those were the words of George Bush Sr. when he was […]
Are Taxes Robbing You? It’s a good question. You put in the effort to earn your paycheck, and the government […]
With it being mid-summer, a lot of people don’t think about minimizing your taxes. But right now is the perfect […]
Why Financial Planning is Important If you are currently with a financial planner or not, you’ve still wondered “Why do […]
Well, we are about to wrap up 2015. That means it’s about time to dive in to your taxes. Some […]
8 Things to Check & Double-Check as you Prepare Estate planning is a task that people tend to put off, […]
When physicians consider rolling over retirement accounts, the tax implications should be factored into the decision. The decision as to […]
The Physician’s Life Insurance Primer Series: How life insurance fits in a savings and tax diversification strategy For many people, […]
Why physicians should begin with the end in mind and secure their estate plan early It’s understandable why many […]