Questions Financial Advisors Should Ask When Working with Couples
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This Valentine’s Day, skip the flowers and talk about money! Valentine’s Day is a time to celebrate love, but it’s also a great opportunity for your clients who are couples to reflect on their shared future, regardless of their age or stage in life. Money management and wealth planning are…
How To Plan Your Finances In 2023
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Hello, 2023! We hope everyone had a wonderful holiday season celebrating with family and friends. Let’s face it, last year was a tough year for many. From a tough economic climate to getting back into the office after two years of working from home, there was a lot of change….
Saving money during the holidays
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The holidays have officially arrived and we love seeing the streets filled with holiday lights and seasonal decor. While this is always a very exciting time of year, it’s also a period that can get out of hand when it comes to spending money. And in the worst case scenario,…
Tax Strategies for Employers (and Self Employed) in 2022
This entry was posted in Artesys, Educational, Retirement and tagged 401k, Investing, IRA, Retirement. Bookmark the permalink.
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
