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Category: Corporate executive

New tax law: Steps you can take now

05/04/2018

As of January 1, anything you make is subject to a new tax law. You may not notice it until…
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Creating income in retirement

04/20/2018

You’ve spent decades working and saving. Now you’re retired, with a “nest egg” of savings you believe will last for…
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Estate planning 101

01/03/2018

It is easy to put off planning for your estate and end-of-life affairs. But every adult can benefit from having…
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Charitable giving

11/29/2017

Americans give hundreds of billions of dollars to charity each year. If you are someone who gives regularly, you should…
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A primer on disability insurance

10/12/2017

Disability insurance is insurance that replaces a portion of your income if you cannot do your job due to disability….
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Retirement plan options for a contract employee

06/29/2017

When you are a contract employee and receive 1099 income, you are considered to be a sole proprietor earning self-employed…
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Three Types of Taxation

05/25/2017

Modify your thinking from the type of account to type of taxation. Every account you have can fall into 3 types…
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Pursuing a better investment experience

07/14/2016

We attach a great set of slides (find them here) on how you can maximize success in investing. There are…
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Trusts: What you need to know

07/09/2016

Trusts sometimes get a bad rap. Many people believe trusts are complicated documents designed for the super-rich so they can…
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When to take Social Security

07/05/2016

Hundreds of books and articles have been written and a lot of software developed to answer the question many of…
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