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  • Why Keeping a Mortgage to Save Taxes Doesn’t Make Sense

Why Keeping a Mortgage to Save Taxes Doesn’t Make Sense

Common logic in this country goes something like this: “Since I’m able to deduct my mortgage, I should keep it as long as possible, so

By Dan Funderburk|2023-07-06T11:34:36-06:00May 24th, 2023|Categories: Articles|Tags: interest rates, investment advice, mortgage, tax advice, Taxes|0 Comments
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  • Harvesting Losses for Tax Purposes

Harvesting Losses for Tax Purposes

“But Mike, you’ve told me for years not to sell when the market is down.” And I still stand by that. However, there are times

By Mike Berry|2022-08-01T14:41:49-06:00August 1st, 2022|Categories: Articles|Tags: 2022, Bear market, Diversified Portfolio, economy, inflation, investing, market performance, Market timing, recession, Taxes|0 Comments
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    Lower Taxes for Business Owners

Lower Taxes for Business Owners

The Tax Cuts and Jobs Act (TCJA) provided the biggest tax reform in over 30 years. It affects taxes all over the board, but perhaps

By Dan Funderburk|2021-05-06T09:59:51-06:00December 31st, 2018|Categories: Articles|Tags: Business Owners, QBI, Taxes, TCJA|0 Comments
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A New Tax Rate Cycle

(Photo by Basheer Tome via Flickr)  I’m like most of you out there. I feel like I pay way too much in taxes. Federal income

By Mike Berry|2022-08-01T14:49:00-06:00November 18th, 2013|Categories: Articles|Tags: Taxes|0 Comments
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Taxpayer Rant

Maybe I’m getting grumpier as I get older. I hope not. I know that I am getting more opinionated. And that is what this blog

By Mike Berry|2022-05-26T12:09:28-06:00September 9th, 2013|Categories: Articles|Tags: Taxes|0 Comments
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Legacy Wealth Management

Legacy Wealth Management’s roots go back to 1986 when Mike Berry opened the door to his financial planning practice in Grand Junction, CO

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This communication is strictly intended for individuals residing in the states of Alaska, Arizona, California, Colorado, Florida, Idaho, Illinois, Iowa, Kansas, Louisiana, Maryland, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, Oregon, Puerto Rico, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin and Wyoming. No offers may be made or accepted from any resident outside the specific states referenced.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Legacy Wealth Management and Cambridge are not affiliated. Cambridge does not offer tax advice. Fixed insurance offered through Legacy Wealth Management, LLC.

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