Charleston Financial Blog

Take Advantage of Gaps in Income

Posted by Myles B. Brandt, M.S., CFP® on 23 March 2018

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For a variety of reasons, our incomes aren’t always stable throughout the course of our lives. For younger folks, it may be the pursuit of higher education or a job loss. For older individuals, it may be an early retirement. Either way, having gaps in income can create planning opportunities that we should consider.

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Charleston Financial Advisors, LLC on News Channel 4

Posted by Myles B. Brandt, CFP® on 3 January 2013

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Our own William C. Prewitt, M.S. CFP® talks to Eric Egan at News 4 about the fiscal cliff here.

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Top Six Tax Tips for Retirees

Posted by Myles B. Brandt, CFP® on 26 March 2012

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Good Morningstar video: "Top Six Tax Tips for Retirees."

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Getting Ready for Tax Season

Posted by Wm. C. Prewitt, M.S., CFP on 10 December 2010

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Here are a few tips to help you get ready for tax season:

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