October 13, 2021
Benefit From Your Stock Losses
How do you keep more money in your pocket this year? You may be able to benefit from your stock losses with this powerful tax strategy.
October 6, 2021
What Should You Do With Company Stock?
What Should You Do With Company Stock? If you work for a company that offers equity compensation there are pitfalls you need to be aware of.
September 28, 2021
Biden’s Tax Proposals, The Future of Social Security & More: Cut Through The Noise
This week Anthony Saffer and Alex Okugawa discuss Biden's tax proposals, the future of social security, & More on Cut Through the Noise.
September 22, 2021
Exit Planning is Good Business Strategy
Exit Planning is Good Business Strategy. Exit planning is important even if you’re not ready to sell to increase your value and income.
September 15, 2021
Will My Business Actually Sell?
Will My Business Actually Sell? 83% of business owners have no written transition plan and 49% have done no planning at all...
September 7, 2021
Practical Ways to Hedge Against Inflation
How to hedge against inflation in 2021. Today we are talking about practical ways you can prepare for high inflation.
August 31, 2021
Child Tax Credits, Student Loan Forgiveness & More – Cut Through The Noise
This week Anthony Saffer and Alex Okugawa discuss child tax credits, student loan forgiveness, & More on Cut Through the Noise.
August 24, 2021
Giving Appreciated Stock to Charity
If you own appreciated investment shares there are big opportunities for Giving that appreciated stock to charity, and reap many benefits.
August 17, 2021
5 Retirement Mistakes to Avoid – Drifting Off Course
5 Retirement Mistakes to Avoid. If you don't know where you are going and how to navigate changes, you can end drifting off course.
August 10, 2021
5 Retirement Mistakes to Avoid – Failing to Plan Your Time
5 Retirement Mistakes to Avoid. Retirement planning usually focuses on money but excludes the most precious resource of your retirement: Time!
August 3, 2021
5 Retirement Mistakes to Avoid – Spending Too Much Too Soon
5 Retirement Mistakes to Avoid. How much can I spend in retirement? Spending too much too soon is a recipe for a retirement disaster.
July 28, 2021
5 Retirement Mistakes to Avoid – Underestimating inflation
5 Retirement Mistakes to Avoid: Underestimating inflation. Not accounting for increasing costs in retirement, may lead to failure.
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6 Keys To Create An Impactful Legacy