Tag Archive: insights
Year-end checklist: How small business owners can finish 2023 strong
<p>Here's what to focus on to ensure your small business finishes the year strong and is prepared for the upcoming year.</p>
Social Security — beware the annual earnings limitation
<p>Explore how claiming Social Security before full retirement age affects your benefits, including reductions, earnings limits, and how withheld benefits are recalculated later.</p>
In the long run, stocks go up: Navigating the ups and downs of the stock market
<p>Navigate stock market fluctuations with confidence. Embrace long-term strategies, diversify with bonds, and understand the power of a well-balanced investment portfolio.</p>
2024 projections: Economic forecasts and stock market implications
<p>Prepare for 2024 with our market projections: economic forecasts, interest rate impacts, and investment strategies for balancing your portfolio in the upcoming year.</p>
Unlocking investment potential: How structured notes can enhance a balanced 60/40 portfolio
<p>Explore how structured notes can amplify the performance of your 60/40 portfolio. Understand their role in risk management and potential for higher returns in your investment mix.</p>
Most married couples file taxes jointly with IRS, but should you?
<p>Considering joint or separate tax filings? Learn about potential liabilities, innocent spouse relief, and how marital status affects your taxes.</p>
Black Friday 2023: How to splurge without breaking the bank
<p>Enjoy Black Friday benefits without compromising financial stability. Check out these tips for smart shopping during sales.</p>
How to use tax harvesting before year end to lower your taxes
<p>Explore tax-loss harvesting as a smart end-of-year financial strategy to lower your taxes on investment gains.</p>
How Black Friday and Thanksgiving affect the stock market
<p>The impact of Black Friday and Thanksgiving is modest, but there are some changes you should be aware of.</p>
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