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Monthly Planning Update: January – Budgeting & Debt Management Month

Budgeting and Debt-Management Month KICK THE NEW YEAR OFF RIGHT A 2022 Guide to Key Dates for Retirees Article Provided by Kiplinger Deadlines are relentless, whether for tax filings, health plan open enrollments, or required distributions from retirement savings. The clock is always tickin …

Monthly Planning Update: November – Retirement Planning Month

November is Retirement Planning Month Don’t Assume You’ll Pay Less in Taxes in Retirement Kiplingers Article Provided by Taylor Financial Group, LLC Today’s retirees have possibly more money than any previous generation – and this could mean they’ll also pay the most in taxes. This generati …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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