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Act now to help lower your taxable income.
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Act now to help lower your taxable income.

Monthly Market Insights

December 2023



5 tax-saving strategies to consider before the end of the year

'Tis the season to think about – taxes? Yes, taxes! While the filing deadline is
still months away, there are steps you can take to help lower your taxable
income that must be completed by Dec. 31. From maxing out your 401k to a
well-timed donation to charity, these tax-saving strategies can help you save on
your 2023 tax bill.

Read full article

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Take a look at your portfolio to make sure you're still on track.

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WHAT’S WRONG WITH HEALTH CARE?

On this episode of Everyday Wealth™, podcast host Jean Chatzky discusses the
rising cost of health care as it relates to retirement. Learn what options are
available for coverage, why for some it may be beneficial to delay retirement
and how a financial advisor can help you reduce overall health care costs.

Listen now

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