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Taxes

Tax Credits

Jason’s Financial Favorites: Tax Credits for Green Energy Purchases

October 30, 2019 | Jason Speciner
Installing solar or buying an electric vehicle? If you're going green before 2022, your purchase may qualify you for city, state, or federal tax credits. Learn more about tax credits
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Tax Planning

Back to Basics: Tax Planning

July 3, 2019 | Jason Speciner
Happy Independence Day! While tax season may seem like a distant memory for those haven’t filed extensions, July can be a great time to check in on your tax situation
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Financial Planning and Investment Management

The Value of Professional Financial Advice

September 21, 2016 | Jason Speciner
When Jessica divorced five years ago, she had a lot of decisions to make. One consideration was whether to handle her investment management herself or to hire someone to guide
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