The Basics of Investing in Real Estate
As an individual investor, real estate investing is a great way to increase not only wealth but create a well-diversified portfolio. Whether you are just starting or are an experienced...
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Advisor Resources
This is a comprehensive collection of tools, guides, and educational materials designed to support financial advisors, consultants, and coaches in their professional development. These resources provide insights into industry best practices, client management strategies, and investment planning. The goal is to empower advisors with knowledge and practical solutions to improve client relationships, grow their practice, and stay ahead in the ever-evolving financial landscape. Whether through articles, webinars, templates, or continuing education courses, Advisor Resources serves as a one-stop hub for professional enrichment.
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Whether you file your taxes with the help of an accountant or yourself, taxes impact everyone. America's tax code is notoriously complex; however, taxes break down into discrete categories that...
What Is a Roth 401k?
A Roth 401k brings many benefits of a traditional employer-sponsored 401(k) retirement savings vehicle. But with a traditional 401 k, you save for retirement with pre-tax dollars and write off...
Tax Credits vs. Tax Deductions: What’s the Difference?
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,...
Trust or Will: Which Do I Need?
If you’ve ever thought about estate planning, you’ve probably come across the terms “trust” and “will," but what are they, and which is best for you? Many don't understand the...
Strategies to Reduce Expenses During Retirement
Retirement is one of the most exciting times in a person’s life, but it can also be a time of financial stress. Some retirees may find themselves faced with having...
How To Fill Out A W-2
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...
Who Claims a Child on Taxes With 50/50 Custody?
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...
How Much Should I Have in My 401k?
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I’m Retired. What Should I Invest In?
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Taxes Could Skyrocket Under This Social Security Bill
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10 Retirement Plan Terms Simplified
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