Taxes

&

Insurance

What does the word ‘tax’ make you feel? Overwhelmed? Frustrated? Confused? Cheated?

What about ‘insurance’? Do you need it? Should you want it? What for?

Read on to learn how to optimize your tax strategies and protect your financial assets through insurance. We’ll unravel the mysteries of deductions, exemptions, and credits, ensuring you keep more of the money that belongs to you.

An IRA account allows you to save money for retirement with tax free growth. But what if you need the...
Imagine ordering a pastrami sandwich in a deli and getting served just a pile of meat. Although going breadless may...
Duvie Katz wasn’t a mathematician, but even he realized that four daughters x weddings + support = much more money...
You can’t fight city hall, so how do you win against the much bigger Federal and State Governments? Bentzy Verschleiser paid...
Although 2023 had been a great year financially for mortgage broker Yossi Berger, next year was probably going to be...
The Shaybergs had just finished shanah rishonah. A year full of firsts. Now it was time to file their first...
Just in time for Pesach cooking, Shani Weinberg purchased a new oven. Now the salesman was trying to convince her...
All is unfair when it comes to taxes, or so it seems.  If someone's income increases enough, he'll be pushed...
With multiple ways to sign up for an abundance of nitty-gritty plans, health insurance selection is quite complex. Depending on...
Salespeople love telling stories and many whole-life agents are trained to use them to emotionally convince people to buy pricey...
Too often, people find themselves unhappy with the work of their accountants. Whether it’s not understanding their company’s cash flow...
You have gotten a gift and are now worried you will face a huge tax bill. Or, parents may offer...

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