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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Are You Overlooking Tax Deductions?

Posted by Diane H. Blackwelder, CFP on 22 February 2010

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Missing a tax deduction or credit you are entitled to can cost you.  Here is a list of a few tax deductions you could easily overlook:

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2010 - Estate Tax is Unfixed

Posted by William C. Prewitt, M.S. CFP on 8 February 2010

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Congress in its wisdom, radically altered the estate tax at the dawning of the new millennium.  Far into the future, the tax would be repealed in the year 2010 with zero estate taxes. Many believed congress would enact new legislation long before the 2010 repeal.  But alas, the year has turned, and the law still stands.  For the first time since 1916, Americans can contemplate dying without facing an estate tax.  But the story doesn't end there; in 2011, the law will sunset to the 2001 estate tax levels. 

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Rethinking the Tax System

Posted by Myles Brandt on 29 June 2009

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In Washington, the debate on how to pay for health care reform and the current and projected budget deficits has opened the floor to deliberation on the sales tax, commonly called the VAT (Value Added Tax). Although the tax could potentially balance the budget and pay for health care reform, many view it as regressive and therefore unacceptable. It is certainly an interesting time as far as opportunities for social engineering are concerned, but unfortunately, the economy may be too fragile to handle threats to consumer consumption.

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Package Deals

Posted by Myles B. Brandt on 4 June 2009

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Needless to say, there’s a lot of confusion in the air right now. With multi-thousand page bills being rushed through Congress and endless speculation on new regulatory and tax proposals, the line between proposed and enacted legislation can be a bit blurry. Financial Planning Magazine had an article entitled “Unwrapping the Package” which lists some of the items in the American Recovery and Reinvestment Act of 2009 that you can benefit from. To read the article, follow the link: http://www.financial-planning.com/fp_issues/2009_5/unwrapping-the-package-understanding-stimulus-bill-2661665-1.html

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