Category: Health Insurance

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Last Minute Tax Planning Ideas Before Your File for 2018

Have you procrastinated with your tax planning strategies or retirement planning? There are a still a few tricks to help you change your 2018 tax situation. Before you file your 2018 taxes consider a few last minute planning ideas to Level Up your financial planning situation and possibly increase your refund amount. Find the updated strategy guide for 2019 taxes on our new tax planning partner’s site, Power Up Tax Planning Services. Retirement Account Contributions…
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January 23, 2019 0

Estate Planning Strategy Guide

Game over, man. Talking about death is never something people are dying to do, but I still encourage my clients through this process because it is a major topic that needs to be covered in order to ensure your family has a well-rounded plan. Not only should they think about what great things they want to accomplish in life, but how they want others to be impacted after they are gone. It is critical to…
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May 16, 2018 0

New Entrepreneur Financial Strategy Guide

Congratulations on your being an entrepreneur! One of the often overlooked aspects of going out on your own is being able to build your strategy from the ground up. Most new ventures have to start with an income of $0 the first day and it becomes a building process of both spreading the word about you, your service, or product and most importantly delivering value. Starting from scratch isn’t all that bad though, as there…
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May 1, 2018 0