Monthly Archives: February 2017

How to Properly Substantiate Your Charitable Donations

‘Tis the season for … tax preparation. No, it’s certainly not as fun or exciting as the holiday season. One of the first tax-preparation steps is to confirm you have all records of your charitable donations. Any donations you make to qualified Section 501(c)3 charitable organizations may be deductible on your federal income tax return. […]

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Tax-Efficient Investing: How to Increase Your After-Tax Returns

When gauging the return on their investments, many people neglect one of the most important factors affecting their returns: taxes. Because when it comes to investment returns, it’s not what you make, but what you keep that really counts. This makes tax efficiency one of the biggest keys to successful portfolio management. Your goal should […]

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Should You Purchase Long-term Care Insurance?

Should You Purchase Long-term Care Insurance? Like many affluent Americans, you probably contribute regularly to one or more retirement savings accounts in order to build a nest egg for a financially secure retirement. But there’s at least one thing that could derail your carefully constructed retirement plans: an inability to care for yourself later in […]

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