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Archive for the Taxes Category

Tax Prep: 6 Ways to Get a Head Start on Tax Season

Tax filing season may be months away, but it’s never too early to get organized.  Consider taking these simple steps to prepare before the end of the year – and potentially minimize your tax bill. Double-check your withholding and estimated tax payments: With the recent tax law changes from the […]

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Year-End Portfolio Checkup: 6 Tax-Smart Tips

With a few months remaining in the year, it’s a good time to review your financial plans and ensure you’re doing all you can to maximize your savings and reduce your tax bill.  Don’t wait until December to reassess your finances – you could miss out on opportunities that disappear […]

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Retirement Planning: Are You Doing the Right Things?

When people ask me whether they are on track for retirement I believe what they’re really looking for is reassurance.  But as much as I’d like to be able to tell you for sure whether you have enough to retire comfortably, the truth is that one can’t […]

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What’s the Difference Between Marginal and Effective Tax Rates?

In order to explain the difference between “marginal” and “effective” tax rates, it’s important to first dispel a common misconception: All of the income you make is not taxed at one rate.  For example, let’s say you are a single filer who makes $50,000 per year, which […]

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Analyzing Your Tax Return

Another tax season has come and is almost gone.  Many people tuck their tax return and supporting documents into a folder and hand it all over to their accountants without taking a closer look.  And even investors who complete their own tax returns using tax-preparation software often plug […]

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What You Can Learn From Your W-2 Tax Form

Only employees will receive a W-2; if you’re among the growing ranks of people working in the “gig economy,” you’ll receive a statement of your income via a 1099-MISC form. As you review your W-2, here are some of the key line items to focus on. W-2 […]

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What You Can Learn From Your 1099 Tax Forms

The first thing to know about 1099s is that there are several different subtypes: 1099-DIV, 1099-INT, 1099-R, 1099-MISC, and so on.  The unifying theme among them is that they document that you received some type of income during the preceding year, whether from your investments, from working, […]

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What You Can Learn from Your Tax Return: Form 1040

The Tax Cuts and Jobs Act of 2017, which was signed into law in 2017’s waning days, ushers in significant changes to the individual income tax framework.  The changes include: new tax rates, an increase in the standard deduction, the repeal of the personal exemption, and a […]

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Your 2018 Tax Fact Sheet

The turn of the calendar page usually ushers in a few small tax adjustments – allowable 401(k) and IRA contributions may get bumped up a bit to account for inflation, along with the IRA income limits and estate/gift tax exclusion amounts. But 2018 brings more sweeping changes […]

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New Year’s Financial Resolutions: Get Your Finances in Shape

New Year’s Financial Resolutions: Get Your Finances in Shape

Many people make resolutions on New Year’s Day.  But no matter what your resolutions are, the key isn’t making the list, it’s sticking with it.  Here are five resolutions that can help increase your financial fitness today and in the new year. Resolution 1: Create a budget for life […]

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