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The Secret to Getting the Best Property Tax Rate

Are you getting ready for a formal property assessment? It may not be a typical way to spend your afternoon, but depending on where you live, many homeowners go through it at some point or another. We would all like our homes to appreciate in value, but the results of an in-home assessment can end up having a big impact on your final tax rate (not to mention that of your neighbors). So what can you do to help lower the bill?
5 Commonly Overlooked Tax Breaks

5 Commonly Overlooked Tax Breaks

If you’re gearing up for tax-time, it’s a good time to take stock of some of the major credits, deductions, and other tax advantages available. But with so many intricacies in the tax code, it can be easy to overlook something – and even your tax software or accountant might not know to ask! Don’t leave money on the table: read on to find out about the most commonly overlooked tax breaks available.
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How to Save a Little More on Your 2016 Taxes

Are you hoping to lower your tax bill come April? While there’s not a lot you can do in terms of income and expenses at this point, you still have one very powerful option available: contribute to your Traditional IRA. These retirement savings accounts can be incredibly powerful – not just for taxes, but for your future. Here’s how.
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What Are Itemized Deductions?

You’ve probably heard the term, but that doesn’t make itemized deductions any less confusing. What are they, and how can you use them? Itemized deductions are expenses that you can claim back on your federal tax return. They effectively reduce your taxable income, which in turn lowers your tax bill. This makes itemized deductions a great way to aid in tax planning – but they don’t always make sense. Read on to learn the basics and find out whether itemized deductions are right for you.
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Don’t Forget to Take a Break

If you’re the lynchpin in your family, providing balance, support, and even financial assistance to parents, children, grandchildren, or others, you’ve probably experienced one thing in abundance: exhaustion. Even though many Sandwich Generation members find a sense of purpose and satisfaction in their role, there’s no denying that it’s an intensive one. Factor in a job and the usual day-to-day responsibilities of a grown up, and you’ve got a recipe for overload. So what do you do?
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The Secret to Helping Your Family: Help Yourself

We’ve all heard the old yarn: if you want to help others, you need to help yourself first. But that doesn’t make it easier – particularly if you have several generations worth of family members to worry about! But financial prioritization, especially when it comes to your own future, is critical. In this article, we’ll show you how sticking to your retirement savings plan can make a big difference, and what you can do to make the task of sticking with it with it a little easier.
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5 Ways to Make Life at Home Easier with a Boomerang Child

Having a child at home can make it easy to fall back into the patterns of childhood. Suddenly, instead of an adult family member sharing your space, you have a brooding teenager and a mess in the kitchen. No one wants that – your child included. Instead of reliving the teenage years, use this time as an opportunity to foster contribution, communication, and family unity. After all, in some respects you have a chance to build a relationship with your child that most don’t get. So how can you make the most of it?
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How to Manage Multigenerational Finances

A grown child’s emergency car repair? An elderly parent’s new glasses? Meal-planning for a full house? It’s all in a day’s work for the Sandwich Generation. Whether you have everyone under one roof or consistent financial contact with family members around the world, you may have struggled with some of the unique planning challenges that Sandwich Generation members face. Budgeting and managing the emotional aspects of integrated finances are often at the top of the list. How can you make sustainable plans – and make sure that everyone is happy? Read on for some of the tips and tricks that we recommend to our Sandwich Generation clients.
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What’s in a Sandwich? Thriving as a Member of the Sandwich Generation

If your family has multiple generations involved, your priorities could include grown children, grandchildren, and elderly parents. Have you ever struggled to balance everyone’s needs? Well then, you could just be a member of the Sandwich Generation. You’re not alone: more and more middle-aged adults are providing emotional, financial, and practical support to their entire families. Their biggest issues? Time and money are often at the top of the list. Here are a few tips for managing both – without sacrificing the big picture priorities that really matter to you.
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This New Year, Give Thanks – And Get Started

Let’s face it: there’s always something more you can be doing for your finances. Whether it’s saving more, planning for a goal, or budgeting better, there’s probably some area of your financial life that could see improvement.