Financial Planning and Insurance in the Hamptons and Beyond
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Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
Will you be able to afford nursing home care?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
How much would your monthly lease payment be?