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Tax Season Is Around the Corner. 6 Ways to Lower Your Bill

There is still time for retirees and others to pare their 2023 federal tax bill. It’s tough to focus on taxes during a busy holiday season. But come…

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It Isn't Too Late to Reduce Your 2023 Tax Bill. Consider These 6 Steps.

Thanks to an inflation adjustment to the 2024 income-tax bracket thresholds, you may save money by deferring year-end income and bonuses to next year.

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The Pros' Investment Strategies for Today's Market

Fundamentals, fixed income and gold are just some of the investment strategies Wall Street s top minds are using to navigate the current market environment.

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Carolina Wealth Management Named One of the Best Financial Advisory Firms by USA Today

/PRNewswire/ Carolina Wealth Management, Inc., an independent financial advisory firm serving high-net-worth individuals, institutions and retirement plan.

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Tax refund debate: Is it financially wiser to get a big refund — or nothing?

Refunds are met with glee each spring, but financial pros note that it represents money you've overpaid to the government.

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