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In addition to the personalized services we provide our clients, we also provide general news and updates to help you stay current with information about Fee-Only financial planning, tips for getting ready to retire, and advice for reaching your financial goals.
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Reducing Taxable Income: Strategies to Minimize Your Tax Liability
Key Takeaways Maximize deductions and credits to reduce taxable income and lower your tax bill. Optimize your income by leveraging tax-advantaged accounts and income-shifting strategies to minimize taxes. Invest in tax-efficient investments and harvest losses to minimize taxable income and reduce your tax liability. As the adage goes, “nothing is certain except death and taxes.” […]