Is a Pension Enough? Building a Comprehensive Retirement Plan

Retirement is often seen as the golden phase of life—the time to enjoy the fruits of decades of hard work. However, ensuring a comfortable and worry-free retirement requires careful financial planning. While pensions serve as an important part of the safety net for retirees, they often fall short of covering all expenses in later years.

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Tax Benefits of Home Ownership

In tax lingo, your principal residence is the place where you legally reside. It's typically the place where you spend most of your time, but several other factors are also relevant in determining your principal residence. Many of the tax benefits associated with home ownership apply mainly to your principal residence — different rules apply to second homes and investment properties. Here's what you need to know to make owning a home really pay off at tax time.

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Am I Having Enough Withheld?

If you fail to estimate your federal income tax withholding properly, it may cost you in a variety of ways. If you receive an income tax refund, it essentially means that you provided the IRS with an interest-free loan during the year.

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Ronald Reinstein