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Category Archives: Uncategorized

What Is An Estate Plan?

While estate planning can be very complex and planned for many generations, it is also quite simple and important for most families to have.

Posted byBrandon R. AmaralJuly 25, 2022November 28, 2022Posted inUncategorized

Tax-Saving Strategies For Same-Sex Couples

Whether you’re newly married or have been domestic partners for years, it is important to be aware of all your options.

Posted byBrandon R. AmaralJuly 18, 2022November 28, 2022Posted inUncategorizedLeave a comment on Tax-Saving Strategies For Same-Sex Couples

High-Yield Savings Accounts: Why You Need One

A high-yield savings account is a great way to save for goals, protect your money, and earn more interest.

Posted byBrandon R. AmaralJune 14, 2022November 28, 2022Posted inUncategorizedLeave a comment on High-Yield Savings Accounts: Why You Need One

Should You Open A Flexible Spending Account?

These accounts not only help you pay for your essential medical expenses, but they can also reduce your tax bill.

Posted byBrandon R. AmaralJune 6, 2022November 28, 2022Posted inUncategorizedLeave a comment on Should You Open A Flexible Spending Account?

Saving For College With A 529 Plan

529 plans are great investment vehicles to save for college and reduce your tax bill.

Posted byBrandon R. AmaralMay 30, 2022November 28, 2022Posted inUncategorized

What Is A Roth IRA?

Roth IRAs offer many benefits that can help you save for retirement and avoid taxes in the future.

Posted byBrandon R. AmaralMay 23, 2022November 28, 2022Posted inUncategorized

Should You Open A Health Savings Account?

A popular investment vehicle among savvy investors is an HSA. These accounts offer tax-savings benefits both today and many years in the future.

Posted byBrandon R. AmaralMay 10, 2022November 28, 2022Posted inUncategorizedLeave a comment on Should You Open A Health Savings Account?

Tax Considerations For Stock Options

While you have likely heard stories of overnight millionaires, there are just as many people who have lost money and had large surprise tax bills.

Posted byBrandon R. AmaralMay 2, 2022November 28, 2022Posted inUncategorized

How To Avoid Being Taxed Twice On Your RSUs

Depending on your experience with equity compensation and the Internal Revenue Code, a few wrong moves can significantly increase your tax bill and might even generate additional penalties and interest.

Posted byBrandon R. AmaralApril 25, 2022November 28, 2022Posted inUncategorized

Healthcare After Leaving Your Job

Making sure that your family is properly insured is essential to preventing catastrophic medical bills from overwhelming your life.

Posted byBrandon R. AmaralApril 19, 2022November 28, 2022Posted inUncategorized

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