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Posts Tagged ‘planning for retirement’

Retirement Planning for Individuals

February 15, 2023
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In 2022, it was found that 49% of people between the ages of 49 and 56 were not prepared for retirement. They didn’t have the right savings, investments, or sources of income to get them there.  This can be an extremely scary thing. The last thing you want around that age is to be unprepared.…

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The Coming Storm: Year-End Tax Planning for Individuals

November 17, 2021
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The Coming Storm: Year-End Tax Planning for Businesses

November 4, 2021
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The Coming Storm: How to Prepare for Changing Tax Laws Part 2

October 21, 2021
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The Coming Storm: How to Prepare for Changing Tax Laws

October 8, 2021
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Mid-Year 2021 Tax Planning for Physicians Part 1

June 16, 2021
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Retirement Planning Under a Biden Administration – Part 1

April 21, 2021
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Physicians: How to Create a Tax-Free Retirement, Part I

February 10, 2021
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Tax law is complicated and always seems to be changing. When you’re a doctor planning for a tax-free retirement, consider the history of tax rates and weigh your savings options.

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Latest Posts

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  • 2025 Summer Checklist: Is Your Retirement Plan on Track?

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