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Taxes

Like everyone else I do not like paying taxes and welcome ways to save more of my hard-earned money. On the one hand paying taxes means you made money and is a positive, though it does not mean you should not use the strategies available to keep more of your money. Utilizing techniques and account types available to you can reduce the impact of taxes and increase the odds of success for a financial plan. I can help you with tax savings ideas.  

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.
Filing Final Tax Returns for the Deceased

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.