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December 2024 Client Line Newsletter

How Bonuses Are Taxes – if you received a bonus for the first time this year, you may be surprised at the net amount of your ‘windfall’.

Plan For A Cash-Only Holiday – tips to keep holiday spending under control.

Year-End Tax Planning – here are some year-end strategies that may help cut your tax bill.

Don’t Be Your Own Worst Investing Enemy – many investors aim to have their gains match or beat a standard investment benchmark.

December 2024 Client Profile

Health Insurance Deduction For Self-Employed – health insurance is one of the many reasons being self-employed is not for everyone.

December 2024 Question and Answer

Track Your Dollars – tracking your expenses will help you take control of your financial life.

Year-End Tax-Saving Opportunities – a brief checklist of moves you can make to help reduce current or future tax exposure.

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St. Louis, MO 63141
P: 314-205-2510

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