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Maximize Your Retirement Savings: 5 Steps to Take Before 2024 Ends
Time flies, and your retirement is now one year closer. As the December 31 deadline approaches, there’s still a window of opportunity to take steps that will help you strengthen your company’s retirement funding strategy before 2024 comes to an… Read Now >>
5 Questions to Ask Your Mortgage Lender Before Signing
September 3, 2024
Before committing to a mortgage for your home purchase, it’s crucial to ask your lender key questions to ensure you fully understand the terms and conditions of the home loan. This due diligence can save you money and prevent future… Read Now >>
5 Reasons to Invest in Solar Panels
August 27, 2024
Investing in solar panels offers numerous financial and environmental benefits. It can be an attractive option for both individual homeowners and businesses. Beyond the overall cost savings on energy bills and tax advantages, solar panels contribute to long-term sustainability and… Read Now >>
How Do Election Years Impact the Stock Market?
August 21, 2024
The stock market’s performance during election years often reflects the uncertainty and anticipation surrounding political transitions. Historically, the market tends to exhibit increased volatility as investors react to potential policy changes. There is often some hesitation among investors as they… Read Now >>
Can You Use AI to Manage Your Investment Portfolio?
August 14, 2024
The integration of AI into investment portfolios marks a significant shift in the landscape of asset management. AI-driven investment strategies may include tools such as algorithmic trading and robo-advisors. This burgeoning technology offers new avenues for enhancing portfolio performance through… Read Now >>
The Impact of AI on Financial Planning
August 6, 2024
Artificial Intelligence (AI) is poised to revolutionize financial planning by enhancing data analysis, automating routine tasks and personalizing client experiences. With the assistance of AI, financial advisors can leverage vast datasets to gain deeper insights into market trends and individual… Read Now >>
What You Need to Know About IRS Form 5500
July 30, 2024
If your business offers employee benefits, you need to know about IRS Form 5500. It is an important compliance form with specific regulations and deadlines that should be understood when it comes to your company’s annual tax planning. What is… Read Now >>
Consider a Roth IRA Rollover to Avoid an Overfunded 529 Plan
July 24, 2024
Have you established a Section 529 savings plan for a child, grandchild or other family member? Even if you are just thinking about this college savings strategy, it’s important to understand how it works and what your options are when… Read Now >>
12 Exemptions to Avoid the Early IRA Withdrawal 10% Tax Penalty
July 17, 2024
When you make an early withdrawal from a traditional IRA before the age 59.5, it will generally incur a 10% penalty tax on the taxable portion of the withdrawal. There are several exceptions to this rule that can help you… Read Now >>
The Potential Tax Benefits of Cost Segregation
July 10, 2024
One significant tax benefit of owning residential rental property, commercial property or other types of investment property is depreciation. You can take a tax deduction without spending any additional money. However, regular depreciation for real property is slow. Residential income… Read Now >>
3 Key Benefits of Opportunity Zone Investments
June 26, 2024
Opportunity Zones present a compelling investment opportunity for entrepreneurs looking to achieve both financial returns and make a significant social impact. Initiated by the Tax Cuts and Jobs Act of 2017, these zones aim to promote economic development in underserved… Read Now >>
