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money mark

What Does 2016 Mean For You?

As the new year begins there are many financial changes we must focus on… TAXES At the start of the new year we begin to think ahead and focus on various components of our income taxes. Deductions, deadlines, exceptions, and bracket changes.  We review the prior year’s books and begin to organize our information in preparation […]

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Tax-Smart Investing

I talked recently about the five don’ts before 2014.  Today I’d like to talk about Tax Smart Investing – what it is, taxes that may impact you that you aren’t familiar with, the huge amount you can lose to taxes and not really notice, and strategies to mend the problem. It used to be that […]

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tax savings

March – Get $ Fit Challenge

At Preferred Financial Strategies we are challenging our clients to think about little ways they can improve their financial fitness in 2013. We are calling it the: 2013 “Get $ Fit Challenge” Each month I will ask our clients, our listeners and our readers to respond to a simple challenge that will help them become […]

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2013

2013 Numbers You Should Know

 Numbers You Should Know Change – The one constant we can count on! Getting ready to do your taxes … wondering what the rules are? Below are document links itemizing key numbers for tax year 2013. The government has given us a $500 raise for allowable IRA contributions for 2013. Have you funded your IRA yet? […]

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WashDC

The American Taxpayer Relief Act of 2012

With time running out, dramatic last-minute negotiations to avoid the fiscal cliff resulted in the American Taxpayer Relief Act of 2012. (It may have helped us avoid the fiscal cliff but I’m not sure how much relief it provided!! ) Learn More in this market update:  ATRA2012

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