Are you tired of the annual routine of overpaying taxes and waiting for a refund? Or perhaps you’re looking for ways to better manage your cash flow when it comes to tax payments. Adjusting your…
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Financial Considerations for Snowbirding in Retirement
In this blog post, we will explore the financial considerations involved in “snowbirding” during retirement. Snowbirding, which involves splitting time between two homes in different locations, offers retirees the opportunity to enjoy the best…
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Guide: Inheriting an IRA from a Parent
Inheriting substantial assets from a parent is becoming quite common, especially if you are a part of the Baby Boomer generation. This is largely due to the tremendous savings habits of the generations that…
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How Capital Gains Tax Works
UPDATED 01/12/2024 In addition to state and federal taxes on income, there may also be taxes on the increase in value when individually owned property, aka a capital asset is sold. This is commonly referred…
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How to Split an IRA in a Divorce
If you own an IRA and are getting a divorce, there is a good chance it will need to be split in same fashion pursuant to your divorce settlement. This is becoming more common…
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Is Medicare Advantage Good or Bad?
Medicare Advantage (MA) plans are health insurance plans offered by private insurance companies that are approved by Medicare. Some can be good, or bad, but that largely depends on your potential needs throughout…
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