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Article – Tax Time

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Tax Season: Time to get financially fit

Tax season is a good time for a strategy challenge to keep your taxes in top form year-round. Find a Trainer You’ll want a heavyweight tax professional in your corner. Don’t have one? Ask your financial advisor, other professionals, friends and family for...

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Take advantage of tax-advantaged accounts

One of the best ways to accumulate funds for retirement, or any other investment objective, is to use tax-advantaged (*i.e., tax deferred or tax free) savings vehicles. Though tax considerations shouldn’t be your only investing concern, by putting your money...

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