Tax Changes Around the Home

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AHow the Tax Cuts & Jobs Act impacted three popular deductions. Offered by T. Lloyd Worth, Worth Financial Partners Three recent tax law changes impact homeowners and home-based businesses. They may affect your federal income taxes this year. The SALT deduction now has a $10,000 yearly limit. You can now only deduct up to $10,000… Read more »

The Many Benefits of a Roth IRA

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Why do so many people choose it rather than a traditional IRA? Offered by T. Lloyd Worth, Worth Financial Partners The Roth IRA changed the whole retirement savings perspective and has become a fixture in many retirement planning strategies. There is, however, a trade-off when you open and contribute to a Roth IRA. You contribute… Read more »

Talking to Your Heirs About Your Estate Plan

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They should not be left ill-informed or unaware Offered by T. Lloyd Worth, Worth Financial Partners Talking about “the end” is not the easiest thing to do, and this is one reason why some people never adequately plan for the transfer of their wealth. Those who do create estate plans with help from financial and… Read more »

Insurance and Investments

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Offered by T. Lloyd Worth A good financial strategy is not just about “making money;” it is also about protection. Some people mistake investing for financial planning. Their “financial strategy” is an investing strategy, in which they chase the return and focus on the yield of their portfolio, missing the big picture. Investing represents one… Read more »