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Financial Advisor Showcase: FSC Wealth Advisors

FMG

For our latest Financial Advisor Website Showcase, we are joined by James. M Comblo, CEO of FSC Wealth Advisors. FSC Wealth Advisors was started by my grandfather in the 60s, and my uncle took over in the 80s. Initially, I didn’t plan to become an advisor. Tell us about your firm. What is your story?

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Tax Planning During Stock Market Volatility

Harness Wealth

Councilor, Buchanan & Mitchell is a full-service accounting and advisory firm in the Mid-Atlantic region in the Harness Wealth Advisor network. Below are some insights from Richard Morris, Executive Vice President and Director of Tax Services, and Alex Seleznev, Senior Investment Advisor and Chief Operating Officer of MBI, LLC.

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10 Expenses to Include in Your Retirement Budget

WiserAdvisor

Retirement planning can be a bit complex. There are multiple factors to weigh in, right from healthcare and inflation to estate planning, business succession planning, tax planning, and more. However, the main drawback to this can be the lack of foresight regarding what and how to plan.

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The Comprehensive Guide to Understanding and Navigating the Alternative Minimum Tax (AMT)

Harness Wealth

In this article, we’ll discuss: Who Pays the Alternative Minimum Tax? After calculating what you owe from the AMT, you will pay the higher amount between the AMT income tax and standard income tax. Tax services provided through Harness Tax LLC. How is AMT Calculated?

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Reddit IPO: Planning ahead for 2023

Harness Wealth

Reddit is planning an IPO for the second half of 2023. The popular online discussion forum website first considered going public in 2021 after the meme stock frenzy of 2020 (remember r/wallstreetbets?) But between subpar macroeconomic conditions and a lackluster IPO market, the plans were soon put back on the shelf.

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What You Need to Know about Restricted Stock Units (RSUs)

Harness Wealth

However, it’s important to note that this withholding may not sufficiently cover your tax liability. Depending on your 2021 federal tax bracket you will owe more than 22% starting at incomes over $86,375 for individuals. This means you may owe additional taxes on your RSUs beyond what your employer has withheld.

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