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John Foligno的更多文章
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Tax Deductions and Credits: What You Need to Know2025年2月18日
Tax Deductions and Credits: What You Need to Know
Tax Deductions There are two main ways to claim deductions: the standard deduction or itemized deductions—but you can…
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Why do I feel stuck when making money decisions?2025年1月7日
Why do I feel stuck when making money decisions?
The way in which we make money decisions was formed at a very young age, often by what was modeled by our parents or…
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Am I ready for retirement?2024年11月7日
Am I ready for retirement?
For most people, determining the right time to retire can be extremely challenging. You have financial as well as…
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What is so special about a Health Savings Account (HSA)?2024年8月2日
What is so special about a Health Savings Account (HSA)?
Most people are unaware of the significant benefits a Health Savings Account (HSA) offers and why you should consider…
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Should I do a Roth conversion?2024年5月21日
Should I do a Roth conversion?
Transferring funds from eligible retirement accounts like a 401(k) or IRA into a Roth IRA can offer potential tax…
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What does diversifying my money even mean?2024年5月8日
What does diversifying my money even mean?
Diversifying your money refers to spreading your investments across different assets or types of investments to help…
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What should I do with my cash?2024年4月18日
What should I do with my cash?
Your investments should always be working for you. Although cash is considered an asset class, it is not a good…
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What are some ways that I can reduce my taxable income?2024年4月10日
What are some ways that I can reduce my taxable income?
There are many ways that you can reduce your taxable income while you are working as well as after you have begun…
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Can I Receive a Tax Break For Owning Company Stock In My 401(k) Plan?2024年4月2日
Can I Receive a Tax Break For Owning Company Stock In My 401(k) Plan?
If you own publicly traded shares of your company’s stock inside of their 401k plan that are valued higher than what…
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Should I rollover my old employer’s retirement savings?2024年3月26日
Should I rollover my old employer’s retirement savings?
Not necessarily. Depending upon your situation, there could be up to five available options for managing a prior…
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社区洞察
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Renewable EnergyWhat do you do if you want to boost your retirement savings while working in renewable energy?
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Real EstateHow can you leverage your retirement accounts to invest in real estate tax-free or tax-deferred?
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EconomicsWhat do you do if you're an economist planning for retirement and facing potential financial risks?
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EconomicsWhat do you do if you're an economist facing retirement and want a seamless transition?
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Team LeadershipWhat do you do if you're a team leader and want to secure your financial future after retirement?
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TeachingWhat do you do if you're a teacher nearing retirement and want to ensure financial stability?
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Investment BankingYou're planning for retirement. How can you make sure your finances are secure?
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EconomicsWhat do you do if you're an economist approaching retirement and need to manage your finances effectively?
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People ManagementWhat do you do if you're a professional in late career and need to plan for retirement?
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Product MarketingWhat do you do if your retirement savings as a late career Product Marketing professional are insufficient?
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