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Month: June 2020

Identity Theft Fingerprint Keyboard v2 2 e1567001706684 | Bogart Wealth

Debit or Credit Card?

A debit card acts like a plastic check and draws directly from your checking account, whereas a credit card transaction is a loan that remains interest-free only if you pay your monthly bill

financial advisor

Why a Financial Advisor Should Review Your Tax Returns

Most people see taxes as something you work through with your accountant, not your financial advisor. After all, your accountant is the one who knows your tax needs, and your financial advisor is for help with investing, correct? In this case, showing your advisor your tax returns isn’t necessarily about that year’s taxes, but rather …

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tax planning vs tax optimization

Tax Planning vs. Tax Optimization (Key Differences)

Building wealth and protecting assets require a clear financial plan that evaluates your current financial situation and predicts what your future finances might look like based on the financial decisions you make. Financial planning is a broad term that includes a variety of information about your financial fitness and future financial goals, such as cash …

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401k mistakes

Avoid These 5 Common 401k Mistakes To Maximize Your Retirement

The benefits of a 401k workplace retirement plan are substantial, with tax breaks that effectively increase your potential return on investment while allowing you to plan for your future retirement. The average employee thinks about his or her 401k most on the first day on the job, making important choices quickly about automated allocations of …

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