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9/3/2024
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4/20/2024
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3/31/2024
Blog
Learn how to manage capital gains, avoid Medicare premium hikes, and reduce tax liabilities in retirement. Explore smart strategies like phased stock sales and tax planning to protect your income and investments.
4/6/2023
Blog
Your home may be your most overlooked retirement asset. Learn how to tap into home equity—through downsizing, investing, renting, or reverse mortgages—to boost your retirement income.
3/2/2022
Blog
Selling your home for a profit? Learn how capital gains tax works, who qualifies for the $250K/$500K exclusion, and smart strategies to reduce your tax bill. Understand exceptions, surviving spouse rules, and more.
2/4/2022
Blog
Divorcing later in life? Learn the 4 critical financial steps to protect your assets, minimize tax liabilities, and avoid costly mistakes during and after divorce.
4/28/2021
Blog
Learn how non-qualified stock options (NSOs) work, including tax implications, key terms, and strategies to maximize your gains while minimizing tax liability.
5/27/2020