Most Common Areas for Tax Breaks

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You must be concerned with tax planning year-round. Here are some common areas that can mean big money savings with proper planning.

10 Tax Tips for Individuals

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Only the informed taxpayer can take advantage of tax-cutting opportunities. Here are suggestions you should consider for cutting your taxes.

What Is a Capital Gain Distribution?

You receive a taxable gain statement at the end of the year, but you didn’t sell any investments. How can this be? Typically, mutual funds buy and sell stocks or bonds throughout the year. Each time the fund sells an investment, its owners owe tax on their share of any gain. At the end of […]

Time for Mistletoe and Savings

‘Tis the season for shopping! To many, the holidays are the most wonderful time of the year and also the most difficult time for a budget. Why not save money this season by following some of these easy tips: Holiday cards: Send a holiday postcard rather than a card or letter to reduce postage costs. […]

Protect Against Nursing Home Theft

Although the administrators and staff of most assisted living facilities work hard to carry out their duties with integrity, some steal from the residents. If one of your family members or friends lives in a nursing home or other assisted living facility, watch for these warning signs of theft: Questionable financial management. It’s often a […]

Creating Financial Goals as a Couple

Financial goals make it possible for you and your partner to achieve the things you dream about. Here are three things you can do to create – and achieve – financial goals as a couple: Start talking sooner rather than later. Finances can be hard to talk about. People sometimes feel guilty about debt or […]