Tag: tax planning

retirement advisors Central Pennsylvania
Retirement Planning

2025 Tax Hacks for Retirees: Slash Your Bill Now

It’s exciting to think about the day you are ready for retirement. You may be planning extensive travel, reducing your golf handicap, or finally slowing...
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retirement planning Central Pennsylvania
Financial Planning

Kickstart Your 2025 Goals With a Year-End Financial Checklist

As 2024 nears its inevitable end, now is the perfect time to focus on organizing your finances and setting the stage for a prosperous 2025. ...
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retirement advisors Central Pennsylvania
Financial Planning

Year-End Tax Planning Mistakes to Avoid in 2025

As hard as it is to believe that 2024 is coming to a close, it’s time to begin thinking about how you can leverage the...
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