Understanding the Data Scorecard

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Measuring the right activities today can tell you where your…

Investments that Give You the Biggest Tax Breaks (Part One)

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Insurance products offer tax-deferred growth while hedging your…

How to Avoid Overpaying Tax on Stock Investments

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Make sure you’re not paying the IRS more than necessary on…

How to Avoid Triggering the Dreaded Wash Sale Rule

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Don’t make this critical mistake that keeps you from harvesting…

Don’t Let Fear of Getting Audited Stop You from Maximizing Your Tax Deductions

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Not only is an audit unlikely to happen – if it does, it’s…

Tax-Deferred Accounts are Valuable – If They aren’t Your Sole Savings Strategy

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Why diversification is critical for retirement accounts It…

Why You Can’t Overestimate the Importance of Tax Planning

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Failing to create a plan is the most expensive mistake taxpayers…

How to Avoid Overpaying Tax on Bond Investments

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Worried about taxable payouts? Here’s what you should know…

How to Avoid Overpaying Tax on Cash Investments

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While investment planning requires much more than IRS considerations,…

Getting the Right People in the Right Seat, Part 2: Evaluating, Counseling, and Firing Employees

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What to do when an employee won’t play ball In our previous…

Getting the Right People in the Right Seat, Part 1: The People Analyzer

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How to evaluate the right person for the job The hardest thing…

Defining Your Business’s Three Unique Traits

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What separates you from the crowd? In today’s market, competition…