Category: retirement savings

Big Changes in Social Security and Retirement Plans for 2018

Big Changes in Social Security and Retirement Plans for 2018   From 401(k) plans to individual retirement accounts to Social Security, the federal government has been busy in recent weeks adjusting numbers for 2018. Whether you’re an employee or business owner, senior management or nonexempt staff, these changes may affect how you approach retirement in

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2010 Tax Statistics in the USA

More women between the ages of  55 under 60 yrs of age worked in 2010 compared to the number of men in the same age group. In both men and women, the top earning age group is between the ages of 46 under 55 yrs of age. Disparity in income between men and women is

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Asset Protection Iron Triangle by Charles Lamm

Asset protection is not just for the wealthy any longer. When a middle class home can easily run a half million dollars in Florida or another state, and over a million in California or other state, anyone can become a target of lawsuits, divorce courts, and the IRS.  You have to dig a well before

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Doctors’ year end financial and business planning

Dear Doctor, I am a financial advisor at Harding Financial which specialize in strategic tax planning strategies using a combination of corporate structuring and financial planning.   In working with new clients, we find that doctors are paying unnecessary taxes due to improper corporate structure and improper pay and financial structure.  With proper corporate, financial and

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Take advantage of legitimate tax strategies to grow your nest egg as quickly as possible

Do not catch a falling knife but do use tax strategies to grow your wealth which is a more effective strategy than trying increase returns on risky investments. Call Connie Dello Buono to meet our senior financial advisors and wealth managers who have a track record of protecting you especially if the market corrects itself

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