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How High-Income Earners Can Reduce Taxes Through Tax Planning & Financial Planning
Tax planning is an essential yet often overlooked component of any financial plan, playing a significant role in wealth accumulation over time, particularly for high-income earners. We use several...
What is Your Shell Pension Plan Really Worth? Here’s How to Calculate It.
by Alexis Long, MBA, CFP®
July 25, 2019
Rules You Need to Know to do an IRA Qualified Charitable Distribution
by Alexis Long, MBA, CFP®
October 19, 2016
Did you know that if you are not participating in your employee stock purchase plan, you could be leaving money on the table?
by Alexis Long, MBA, CFP®
July 18, 2016