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Last-Minute Charitable Giving Strategies That Benefit Both Causes and Your Taxes

Last-Minute Charitable Giving Strategies That Benefit Both Causes and Your Taxes Introduction It’s that time of year again, when holiday cookies multiply alarmingly, your inbox overflows with year-end sale pitches,…
by blockequity May 20, 2025
General

Tax Loss Harvesting: Turning Market Downturns into Tax Advantages

Tax Loss Harvesting: Turning Market Downturns into Tax Advantages Categories: Investing, Tax Planning Tags: Tax Loss Harvesting, Taxes, Investment Strategy Introduction Imagine if every time the market handed you lemons…
by blockequity May 20, 2025
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Backdoor Roth IRA: Is This Tax Strategy Right for Your Situation?

Backdoor Roth IRA: Is This Tax Strategy Right for Your Situation? Introduction Let’s be honest: the phrase “Backdoor Roth IRA” sounds less like a financial move and more like an…
by blockequity May 20, 2025
General

Term vs. Whole Life Insurance: When Each Makes Sense for Your Family

Categories: Financial Planning, Life Insurance Tags: Term Life Insurance, Whole Life Insurance, Family Finance Term vs. Whole Life Insurance: When Each Makes Sense for Your Family Introduction Life is a…
by blockequity May 20, 2025
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How to Create a Debt Payoff Plan That You’ll Actually Stick To

How to Create a Debt Payoff Plan That You’ll Actually Stick To Categories: Personal Finance, Debt Management, Budgeting Tags: debt payoff, budgeting, financial planning, debt reduction, money management Introduction Let’s…
by blockequity May 20, 2025
General

The Hidden Benefits of Becoming Debt-Free (Beyond the Financial Freedom)

Categories: Personal Finance, Self-Improvement Tags: debt-free, financial freedom, stress reduction, mental health, relationships, personal growth, community The Hidden Benefits of Becoming Debt-Free (Beyond the Financial Freedom) Introduction Did you know…
by blockequity May 20, 2025
From Primary Residence to Rental: Converting Your Home into an Investment Property
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From Primary Residence to Rental: Converting Your Home into an Investment Property

From Primary Residence to Rental: Converting Your Home into an Investment Property So, you’re thinking about turning your beloved home—yes, the same one where you accidentally painted the cat during…
by blockequity May 6, 2025May 6, 2025

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