Category: Personal Finance
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What Can You Learn from Your Tax Return?
What Can You Learn by Reviewing Your Tax Return? Your tax return is more than just an annual obligation—it’s a valuable tool that can provide…
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Best Life Income Planning Personal Finance
Where Does Past Performance Matter?
So, what does this recent roller coaster ride mean for future stock prices? Nothing. Well, almost nothing….
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Best Life Income Planning Personal Finance
What Your Net Worth Does – And Doesn’t – Say About You
Your financial net worth is the sum of all your assets, less the sum of all your…
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Best Life Business Owners Personal Finance Retirement Planning Tax Planning
Why Work with a Financial Planner
Why work with a financial planner? Even if you have an accountant who prepares your tax returns…
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In Best Life Personal Finance Tax Planning
8 Benefits of Tax Planning
Could you benefit from tax planning? Do any of these apply to you? If you answered yes…
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Best Life Business Owners Investment Planning Personal Finance Retirement Planning Tax Planning
Why Didn’t My Accountant Tell Me That?
We frequently hear this when reviewing tax returns. “Why didn’t my accountant tell me that?” Quite often,…
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Income Planning Investment Planning Personal Finance Tax Planning
Tax Planning and Common Misconceptions
When it comes to taxes, it really does pay to have a tax strategy. Let’s explore what…
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Best Life Personal Finance
Dollars are Not LEGOs®
When it comes to building your future, many people treat the endeavor like collecting LEGOs® and constructing…
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Best Life Business Owners Personal Finance Tax Planning
Why Entrepreneurs Need a Financial Plan
It takes a special kind of person to be an entrepreneur. To be an entrepreneur takes courage,…
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Best Life Income Planning Personal Finance
A Purpose and Expiration for Every Dollar
Every dollar that comes into the household should have a purpose and an expiration date. This may…