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For years it was assumed that tax planning was reserved for the wealthy, but with the changes and complexity of tax laws, that's no longer true. With today's different tax and savings strategies, even middle-income earners can reap the benefits of tax planning. Basic tax planning starts with your AGI or Adjusted Gross Income. This is your total income after any adjustments have been applied. Reducing your AGI is a primary goal of many tax...
Presented by Lucas Group Financial Advisors |
Although opening an online investment account has become pretty easy, there are still various reasons to work with a professional. For some people, a do-it-yourself approach is fine, while others would benefit from working with an advisor.
Presented by Lucas Group Financial Advisors |
Taxes are complicated, and most people don't fully understand how they work. Here are a few common misconceptions, explained.
Presented by Lucas Group Financial Advisors |
Since the Tax Cuts and Jobs Act lowered the marginal tax bracket for many Americans, Roth Conversions have become very popular. Now, in 2022, we're facing a bear market in addition to historically low tax rates. Depending on your personal situation, these factors might make it an ideal time to convert some of your pre-tax retirement savings into Roth dollars.
Presented by Lucas Group Financial Advisors |
During the pandemic, the real estate market changed drastically. Home prices in particular increased drastically, but the quick increase in interest rates in 2022 have led to yet more shifts in the market. We spoke with some local experts to determine what’s going on with the real estate market now, and what they see for the near future.
Presented by Lucas Group Financial Advisors |
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There's more to preparing for retirement than just saving. Here's what to consider.
Presented by Lucas Group Financial Advisors |
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You've probably heard the stock market compared to a roller coaster, with its ups and downs. Although the stock market has historically gone up more than it as gone down, it can be difficult to remember that when it's swinging wildly day-to-day. How should you cope with the changes, both emotionally and investment-wise?