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- Budget 9
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Working with Personal Finance Professionals
When helping a family member or friend with their personal finances, you may meet with their investment managers, accountants, attorneys, and other personal finance professionals. Comprehensive information and timely interaction…
What You Can Learn from Analyzing Your Tax Return
Now that your taxes are prepared and ready to file, consider one more valuable step… analyzing your tax return. It’s a good opportunity to let its numbers tell your story.…
Tax Liability on Real Estate Sales
Real estate ownership often represents an individual’s or couple’s largest asset, and its sale can significantly impact their tax liability. This is among the key reasons that clients seek our…
Tax Deductions for Medical Expenses
One of the most challenging tax deductions for our clients is medical expenses. For medical expenses to be deductible, the total costs must exceed 7.5% of your adjusted gross income.…
Overcoming Tax Season Anxiety
Tax season has begun! And for many, the daunting task of tax preparation provokes anxiety and procrastination. And a lack of financial organization makes the process all the more challenging.…
- Financial Organization |
- Financially Organized |
- Investments |
- Personal Finance Management |
- Taxes |
Get Financially Organized for the New Year
We are big believers in being financially organized. To get you started in the new year, we’ve assembled a collection of our articles focused on financial organization, where you’ll find…
- Budget |
- Financial Organization |
- LifeArc |
- LifeKeeping |
- LifePace |
- Personal Finance Management |
- Taxes |
The Value of Financial Organization
Financial organization leads to better decision-making. And better decision-making means being better prepared for achieving your long-term financial goals. At Eddy & Schein Group, we are big believers in the…
- LifeKeeping |
- Long-Term Care Insurance |
- Medicare |
- Personal Finance Management |
- Retirement |
- Seniors |
The Cost of Aging
The Baby Boomer generation is experiencing increased longevity. As many of them provide hands-on care, and sometimes even financial support, for their parents, they’re also discovering that the cost of…
