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Category Archives: Artesys

Tax Strategies for Employers (and Self Employed) in 2022

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There are many advantages and tax strategies for those who are self employed. It is important to implement these retirement tax strategies as soon as possible (preferably before year end) to get the most benefit from these savings on your 2021 tax bill. Continue reading

How To Balance Retirement Savings and Holiday Spending

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The best way to balance your retirement savings and holiday spending starts with planning. By planning ahead, you can put together a budget and game plan that will help offset this expensive time of year. Continue reading

Estimating Your Retirement Expenses isn’t Rocket Science… But Close Enough

couple doing some financial planning

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Calculate your spending now, account for any additional expenses, and start saving for retirement. You’ve probably been lectured a million times by your elders on the importance of saving for retirement—“start while you’re young and reap the benefits later!” And if it didn’t come from them, you’ve probably heard of…

How Financial Risk Tolerance & Behavioral Finance Theory are Incorporated for the 401(k) Investor

Financial advisor for retirement

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This entry was posted in Artesys, Educational, Investing, Retirement, Risk Analysis. Bookmark the permalink.

Advisors not only care about helping their clients achieve financial success, but it’s also a job that they take very seriously. As the financial industry has evolved, advisors have begun to understand that it’s not valuable to focus exclusively on theories or mathematical models to identify the correct investment portfolio…

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