Tax Strategies
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Tax Planning for Today and the Future
- March 19, 2024
- Posted by: Jill Wolverton
- Categories: Tax Strategies, Taxes & Tax Planning
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3 Tax Optimization Strategies to Remember for Retirement
- February 22, 2024
- Posted by: Jill Wolverton
- Categories: Tax Strategies, Taxes & Tax Planning
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Jim Brogan joins NewsTalk 98.7 to Discuss Building Your Long-Term Wealth
- September 14, 2023
- Posted by: Jill Wolverton
- Categories: Featured, Retirement Income, Retirement Planning, Tax Strategies, Wealth and Investment Management
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Will You Have Tax-Advantaged Buckets in Retirement?
- June 27, 2022
- Posted by: Jill Wolverton
- Categories: Retirement Income, Tax Strategies
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Three Unexpected Taxes in Retirement
- May 31, 2022
- Posted by: Jill Wolverton
- Categories: Retirement Income, Retirement Planning, Tax Strategies, Taxes & Tax Planning
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Plan for the Tax Rates of the Future
- October 18, 2021
- Posted by: Jill Wolverton
- Categories: Tax Strategies, Taxes & Tax Planning
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Tax Minimization Strategies When Estate Planning
- June 14, 2021
- Posted by: Jill Wolverton
- Categories: Estate and Legacy Planning, Investing, Tax Strategies, Taxes & Tax Planning
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Tax Minimization Strategies
- January 25, 2021
- Posted by: Jill Wolverton
- Categories: Tax Strategies, Taxes & Tax Planning
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Passing on a Retirement Account
- November 17, 2020
- Posted by: Jill Wolverton
- Categories: Estate and Legacy Planning, Retirement Planning, Tax Strategies
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Hallerin Hill Interviews Jim About the Election and the Impact it Will Have on Taxes, Social Security, and More
- November 6, 2020
- Posted by: Jill Wolverton
- Categories: Economy, Featured, Healthcare and Medicare, Social Security, Tax Strategies
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Bob Yarbrough interviews Jim Brogan about the current economy and how the upcoming presidential election will affect the stock market
- August 25, 2020
- Posted by: Jill Wolverton
- Categories: 2020 Election Prep, Economy, Stock Market, Tax Strategies
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Social Security Benefits: When Should You File & What About Spousal Benefits?
- July 31, 2020
- Posted by: Jill Wolverton
- Categories: Featured, Social Security, Tax Strategies
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Bob Yarbrough Interviews Jim About Black Swans Events, the Market, Taxes and More!
- June 1, 2020
- Posted by: Jill Wolverton
- Categories: Stock Market, Tax Strategies
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Things to Take Advantage of if You Delayed Your 2019 Tax Filing Until July 2020
- May 22, 2020
- Posted by: Jill Wolverton
- Category: Tax Strategies
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3 Surprising Retirement Costs
- February 4, 2020
- Posted by: Jill Wolverton
- Categories: Financial Planning, Healthcare and Medicare, Retirement Planning, Tax Strategies
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Preparing for 2019 Taxes – Four Surprising Types of Taxable Income and A Few Tax Breaks
- February 4, 2020
- Posted by: Jill Wolverton
- Category: Tax Strategies
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Listen to Jim’s Recent Interview on The Bob Yarbrough Show!
- November 13, 2019
- Posted by: Jill Wolverton
- Category: Tax Strategies
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Kimberly Schlapman on Life, Music & Holiday Traditions + Tax Tips
- November 21, 2017
- Posted by: Jill Wolverton
- Category: Tax Strategies
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Are You Aware of the 0% Income Tax Bracket?
- June 8, 2017
- Posted by: Jill Wolverton
- Category: Tax Strategies
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5 Tax Tips for Early Filers
- February 2, 2017
- Posted by: Jill Wolverton
- Category: Tax Strategies
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How to be Tax-Smart When Making Church and Charitable Contributions
- December 8, 2016
- Posted by: Jill Wolverton
- Category: Tax Strategies
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What is Tax Alpha and How Can You Use it to Increase Your Financial Success?
- November 9, 2016
- Posted by: Jill Wolverton
- Category: Tax Strategies
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