Many people in this country are not prepared for retirement, causing large concern. People are living longer into retirement, yet savings are not keeping up, not to mention concerns about Social Security and what it…
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Your 2024 Medicare Enrollment Window
If you turn 65 in 2024, it is imperative that you sign up for 2024 Medicare enrollment during your designated registration window to avoid penalties when receiving Medicare benefits later on. However, the signup window…
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Why Fall is the Perfect Time to Optimize Your Tax Planning
As a real estate agent, you’ve probably fallen into the habit of kicking off your tax planning efforts in March, with a mad rush to get everything sorted by the April 15th deadline – if…
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Real Estate Agents Don’t Need a Budget
Let’s begin by addressing a common misconception – the idea that real estate agents need a strict traditional budget to thrive financially. While budgets can be useful tools, especially early in your career, they may…
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Traditional vs. Roth IRA: Deciding Between Immediate Tax Deduction and Tax-Free Retirement Income
Saving for retirement should be a straightforward concept: by setting aside a portion of your income now and living within your means, you pave the way for a comfortable retirement using your accumulated savings. While…
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