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Retire Right with Complete Financial Advice

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Tax-Loss and Tax-Gain Harvesting Thumbnail

Tax-Loss and Tax-Gain Harvesting

Your year-end tax plan isn’t complete until you’ve considered tax-loss and tax-gain harvesting. These two strategies could offer you big tax savings! Too often, financial advisors and accountants are not proactive in exploring these tax-saving possibilities with clients, but we don't want you to miss out. Here we explain how you can benefit from tax-loss and tax-gain harvesting.

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Your Retirement Paycheck Thumbnail

Your Retirement Paycheck

The transition from the work world to the retirement world can take a while to get used to. Sometimes, peace of mind can come from being able to recreate a paycheck every month. Here we recommend variables and strategies to consider as you plan to create your retirement paycheck.

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Will These 11 TCJA Changes Help or Hurt Your Income Taxes? Thumbnail

Will These 11 TCJA Changes Help or Hurt Your Income Taxes?

2018 is the first full year under the new tax reform. Will your income tax return take a hit? Are there any changes that you will actually benefit from? We explore these questions with New York tax expert, Sal Albanese, CPA, uncovering the biggest tax changes and recommending actions for you to take before 2019.

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Coverage for the Big Stuff: Insurance for When Life Gets Tough Thumbnail

Coverage for the Big Stuff: Insurance for When Life Gets Tough

Many times, it’s only when the going gets tough that people realize they don’t have adequate insurance coverage. Because of this, Larry Heller is on a mission to provide expert advice about insurance policies. With the help of his guest, Doug Kniffin, the vice president of The Viking Agency, Larry shares what you need to know about insurance

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Larry Heller, Not Your Average Advisor.

 

A CFP® (Certified Financial Planner) and a former CPA.

Has helped solve complex financial planning for 20+ yrs.

Member of Wealth Management Think Tank.

A financial advisor think tank that meets monthly to discuss investment strategies and planning opportunities.

Larry is approached regularly by the respected journals.

“Journal of Financial Planning”, and “The Wall Street Journal”.