Tax Credit or Deduction: Make the Tax Code Work for You
When you take the time to learn more about specific tax concepts, you may be able to put the tax code to work for you.
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Peter Newman, CFA®
Mar 2, 20233 min read
2024 Tax Tips - 5 Overlooked Tax Deductions
Americans regularly overpay on their taxes because they fail to take tax deductions for which they are eligible.
Peter Newman, CFA®
Feb 23, 20233 min read
Find Forgotten Retirement Accounts
Discover if you’ve left money at a former employer’s retirement plan. The time spent could be well worth the effort.
Peter Newman, CFA®
Feb 16, 20233 min read
Choices For 401k at Former Employer
Remember, don’t feel rushed into making a decision. You have time to consider your choices and may want to seek professional guidance.
Peter Newman, CFA®
Feb 9, 20234 min read
SECURE 2.0 Reforms May Impact Your Retirement Plans
Each of your retirement assets play a specific role in your overall strategy, so it’s important to look at how your accounts work together.
Peter Newman, CFA®
Jan 1, 20234 min read
Plug the Leaks in Your Expenses
In the spirit of National Mentoring Month, I created 4 guides to help your financial wellness. Begin by plugging the leaks in your expenses.
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