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Part 3: Tax-Wise Financial Planning

Yardley Wealth Management

The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. But tax planning isn’t just for your investments.

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Part 3: Tax-Wise Financial Planning

Yardley Wealth Management

The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning. In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. . But tax planning isn’t just for your investments.

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How Municipal Bonds Influence Justice & Equality

Brown Advisory

It conducts its Community Needs Health Assessment—a study that all hospitals conduct to determine program and budget priorities—using a racial equity lens, so it can effectively incorporate underlying factors like poverty that impact children’s health into its plans. Census estimates as of 2017, Flint’s poverty rate was 41.2%, and 56.6%

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How Municipal Bonds Influence Justice & Equality

Brown Advisory

It conducts its Community Needs Health Assessment—a study that all hospitals conduct to determine program and budget priorities—using a racial equity lens, so it can effectively incorporate underlying factors like poverty that impact children’s health into its plans. Census estimates as of 2017, Flint’s poverty rate was 41.2%, and 56.6%

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Should you cancel your CFP designation?

Sara Grillo

John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. The CFP Board’s long, uninterrupted history of putting its own interests ahead of the consumers makes it decidedly unqualified to govern the financial planning profession. Robert will be on the “for” team. JR will be on the “against” team.

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Transcript: Aswath Damodaran

The Big Picture

RITHOLTZ: And then we could talk about stock option plans and what is and isn’t above the line deducted. 2017, you looked at Google and Facebook, I remember being in a discussion with my friend, Scott Galloway and he said, we got to break up these companies. It certainly lagged the stock market and executive compensation.

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