CATEGORY / PERSONAL MONEY MANAGEMENT TIPS
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At HoyleCohen, we welcome an educated client. The more you know, the more you will be able to take advantage of our tailored process and capabilities.
The HoyleCohen Wealth Management blog, covers a wide range of topics designed to broaden your understanding of important financial matters. They also touch upon a variety of “life” topics to remind us all that wealth is not just about the money – it’s what we do with it that really counts.
Social Security and You ~ A 3-Part Series
The final part of this 3 part series focuses on spousal and survivor benefits and how couples might be able to optimize their benefits.
Social Security and You ~ Part 3: Spousal, Survivor & Optimization Strategies for Couples
The final part of this 3 part series focuses on spousal and survivor benefits and how couples might be able to optimize their benefits.
Social Security and You ~ Part 2: Individual Benefits
Part 2 of this 3 part series shares detailed information about claiming Individual SS Benefits, including the tradeoffs of claiming early, claiming while still working, and others.
Social Security and You ~ Part 1: History, Terms, Filing & Statement
Advisor, Robert Carnegie shares detailed information about Social Security, including the process of setting up an account, filing, understanding your statement, how it is taxed, and more.
Tax Cutting Tips: #5 Tax Efficient Investing
Think you might be overpaying taxes? Check out our upcoming series on “Ways to Cut Your Tax Bill”
Tax Cutting Tips: #4 Open a DAF
DAF’s or Donor Advised Funds offer a myriad of benefits not the least of which is tax savings.
Tax Cutting Tips: #3 Using Tax Losses
Using Tax Losses to offset capital gains and other income can be a great way to reduce your tax bill.
Tax Cutting Tips: #2 Pay Attention to Tax Credits
Think you might be overpaying taxes? Check out tip #2 of “5 Ways to Cut Your Tax Bill”
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