2020: What Documents Do I Need To Keep?

2020: What Documents Do I Need To Keep?

February 20, 2020
Taxes

As we enter the season of document gathering for tax preparation followed by spring cleaning, its hard to know what to keep and what to let go of. Below is a list to help you with these decisions:

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26 Things To Consider In 2026

26 Things To Consider In 2026

January 1, 2026
Financial Planning
Investing
Taxes
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Smart Tax Planning Strategies to Maximize Your Retirement Savings

Smart Tax Planning Strategies to Maximize Your Retirement Savings

September 10, 2025
Financial Planning
Taxes
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Is Your Medicare Premium Too High? How to Lower IRMAA Surcharges

Is Your Medicare Premium Too High? How to Lower IRMAA Surcharges

September 4, 2025
Financial Planning
Taxes
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Discover How Strategic Tax Planning Can Help You Minimize Taxes on Social Security, Pensions, and Withdrawals from Retirement Accounts

Discover How Strategic Tax Planning Can Help You Minimize Taxes on Social Security, Pensions, and Withdrawals from Retirement Accounts

June 5, 2025
Financial Planning
Investing
Taxes
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The Retirement Tax Trap: How to Avoid Hidden Costs in Your Golden Years

The Retirement Tax Trap: How to Avoid Hidden Costs in Your Golden Years

April 3, 2025
Financial Planning
Taxes
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5 Money Traps to Avoid in 2025 (And What to Do Instead)

5 Money Traps to Avoid in 2025 (And What to Do Instead)

March 5, 2025
Financial Planning
Investing
Taxes
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