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How do Capital Gains Affect My Taxable Income?

Capital gain taxation has plenty of planning considerations. Some are obvious, but others derive as a result of how those gains affect other areas of your tax return or financial plan. Here are a few considerations for you as you decide how to time the sale of your investments and real estate.

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3 Low-Risk Alternatives to Keeping Money in Cash

We are often asked about alternatives to leaving your money in low-yield checking and savings accounts. Specific recommendations depend on the purpose of the money....but here are a few ideas of ways to generate some additional yield without much additional risk.

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