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Tag: tax planning

Making Financial Decisions When You Don’t Have All the Facts

The president-elect is considering tax changes that could affect stock sales, selling a family business and leaving money to heirs. But we still don’t know how much he’ll be able to do.

12/1/20 1:03 PM
News You Can Use, Post Retirement Money Management, Tax Saving Tips

Why These Millionaires Are Staying Put Despite a New Tax on Them

The reason has little to do with money. Family and community ties keep them from leaving their state.

10/16/20 9:07 AM
News You Can Use, Planning for Retirement

When Sheltering in Place Puts Your Tax Strategy at Risk

Advisers say taxpayers facing residency questions because of quarantine orders need to keep detailed records to explain where they lived, for how long and why.

06/12/20 9:44 AM
News You Can Use, Real Estate, Tax Saving Tips

Your Money: A Hub for Help During the Coronavirus Crisis

If your income has fallen or been cut off completely, we’re here to help. This guide will connect you to the basic information you’ll need to get through this, including on government benefits, free services and financial strategies.

04/25/20 2:01 PM
News You Can Use, Sigman Financial Fitness Tips

You Have an Extra 3 Months to File Your Taxes. Should You Wait?

If you’re owed a refund, it may be better to file quickly. You can also file your return now but wait until July 15 to pay any taxes owed.

04/15/20 1:52 PM
News You Can Use, Tax Saving Tips

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  • Home
  • What We Do
    • Planning for Retirement
    • Investment Planning
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    • Estate Planning
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    • Divorce Solutions
  • My 2 Cents Blog
  • About Lauren
    • Team
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    • Testimonials
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