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Don’t overlook the tax implications of your investments. Read here to discover 3 effective tax strategies to help maximize your tax savings.

If you are age 50 or older, you may see a change in your tax returns. Discover the 8 tax birthdays that can impact your contributions or distributions.

Proactive financial management can prevent issues before they arise in terms of your financial well-being. Learn why you should start proactively planning in your financial life today!

Behavioral bias can impair an investor’s decision making in providing rational and consistent financial advice. Read more about overcoming behavioral bias.

Are you confident that your tax preparer is providing you with tax projections that are right for you and your family? Read about annuity taxation and why annuities are bad for taxes.

Capital gain distributions are making a comeback, but not all investment managers are prepared for its return come tax season. Read more here.

Trends show that socially responsible financial planning can generate profits while creating sustainable and progressive changes. Read more here.

Do you need asset allocation or asset location? Learn the difference between asset allocation and asset location to determine which strategy is right for you.

Do you know what your risk is with your investment portfolio? Learn more about aggressive vs. conservative investments.

The role of an executor that has to close out an estate must be taken seriously as the IRS can come after the executor personally for tax underpayments should this not be handled properly. Make sure to file the following tax returns when closing an estate.

Inheriting money can be overwhelming, especially if you are likely to make common beneficiary mistakes. Learn how to manage an inheritance with our 4 tips.

Poor beneficiary planning can lead to unintended consequences for you and your loved ones. Learn how to avoid mistakes in designating an IRA beneficiary.