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Death and Taxes – The Tax Trap For Successful Retirees

Tax Trap

Tax Trap. If you are/were successful in your career and saved enough to retire, congratulations!  The Internal Revenue Service (IRS) would also like to thank you.   If you knew the tax trap existed, you might not have known its full extent. 

Dividends, Unlocking Their Power

Dividend

We will delve into the significance of dividends, how they can impact your investment decisions, and the intricate details surrounding dividend payback and capture strategies.

Stock Market 2024 Outlook: Navigating the Trading Playbook for a Pivotal Election Year

Democrats and Republicans

Election Year and the Stock Market: They Go Together Like Water and Oil Uncertainty and the stock market do not mix well.  What does this mean for your investments?  Every four years, investors endure an election market with full-on mudslinging.  Presidential candidates leave no stone unturned and expose everything to gain an upper hand.  As […]