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Weekend Reading For Financial Planners (Sept 3-4)

Nerd's Eye View

We also have a number of articles on retirement planning: New research suggests that while the average senior will amass hundreds of thousands of dollars in health care expenses in retirement, the net cost they have to pay is not nearly as high.

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5 Ways to Transform Tax Season Into an Opportunity with Grayson Blazek, Ep #237

Financial Symmetry

Business ventures or new income sources without tax withholding also necessitate proactive planning to avoid year-end surprises. Crafting a Smart Donation Strategy The decision to itemize or claim the standard deduction involves strategic planning, especially given the elevated standard deduction under current laws.

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How to Determine If Your Financial Advisor Is Doing a Good Job Each Year

WiserAdvisor

Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. It is a strategic initiative to ensure you are making the most of available opportunities and safeguarding your financial future. The decision to hire a financial advisor is a prudent move.