Jonathan Baird |

A lot of people are under the impression that tax planning is only for high-wealth individuals. However, like financial planning, just about everyone can

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Jonathan Baird |

Approximately 70 million retired Americans collect Social Security benefits. Of those retirees, 8 million also collect Supplemental Security Income (SSI). But

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Jonathan Baird |

That’s a phrase you often hear related to real estate. But it could also be applied to the world of
investments. Assume you have two different financial

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