Your tax-planning techniques matter at least as much as the tools. They’re also more enduring—especially if you combine them into a unified strategy across your varied financial interests.
As summer winds down, it’s a good time to step back and review your finances. Whether you need to recalibrate your budget, check progress on savings goals, or plan ahead for fall and year-end, this 11-point checklist can help you stay on track. Read More >
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