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Tax | Eukles Wealth Management
http://www.eukleswealthmanagement.com/resource-center/tax
425 Walnut Street, Suite 2260 • Cincinnati, OH 45202. How We Do It. Our Retirement Income Strategies. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Will You Pay the AMT? Learn more about taxes, tax-favored investing, and tax strategies. Get Paid for ...
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Lifestyle | Eukles Wealth Management
http://www.eukleswealthmanagement.com/resource-center/lifestyle
425 Walnut Street, Suite 2260 • Cincinnati, OH 45202. How We Do It. Our Retirement Income Strategies. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. What to Do When You Lose Your Wallet. There are things you can do to keep yourself safe when you lose your wallet.
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Tax Resources | Eukles Wealth Management
http://www.eukleswealthmanagement.com/tools/tax-resources
425 Walnut Street, Suite 2260 • Cincinnati, OH 45202. How We Do It. Our Retirement Income Strategies. Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Sign up for my Newsletter. The LPL Financial Registered Representati...
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Investment | Eukles Wealth Management
http://www.eukleswealthmanagement.com/resource-center/investment
425 Walnut Street, Suite 2260 • Cincinnati, OH 45202. How We Do It. Our Retirement Income Strategies. Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. Mutual Funds vs. ETFs.
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Insurance | Eukles Wealth Management
http://www.eukleswealthmanagement.com/resource-center/insurance
425 Walnut Street, Suite 2260 • Cincinnati, OH 45202. How We Do It. Our Retirement Income Strategies. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. Extended Care: A Patchwork of Possibilities. What is your plan for health care during retirement? Protecting Those Who Matter Most. Learn...
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Press Releases | Eukles Wealth Management
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425 Walnut Street, Suite 2260 • Cincinnati, OH 45202. How We Do It. Our Retirement Income Strategies. ABBY MORGAN RECEIVES INDUSTRY RECOGNITION AS A TOP WOMAN ADVISOR. CINCINNATI, OH —. October 29, 2015 —. Candidates were nominated and voted on by industry members as well as evaluated by a NAPA panel of judges based on information about their practice, experience and accomplishments as provided by nominees. 8220;On behalf of LPL, I congratulate Abby for being recognized for her commitment to her clients ...
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How We Do It
http://www.eukleswealthmanagement.com/p/how-we-do-it
425 Walnut Street, Suite 2260 • Cincinnati, OH 45202. How We Do It. Our Retirement Income Strategies. How We Do It. When you partner with Eukles Wealth Management, you are not just a client of an individual advisor, but of the entire firm. Each member of our team has extensive personal and professional experience and can assist you with a wide range of financial planning services. Working Together: The Key to Building Trusting Relationships. Preparing a Plan: . Implementing the Strategy: . We'll set up a...
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Making Your Tax Bracket Work for You
http://www.eukleswealthmanagement.com/resource-center/tax/making-your-tax-bracket-work-for-you
425 Walnut Street, Suite 2260 • Cincinnati, OH 45202. How We Do It. Our Retirement Income Strategies. Making Your Tax Bracket Work. Have you explored all of your choices when it comes to managing your taxable income? The Facts About Income Tax. Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. Do You Owe The AMT? If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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What We Do
http://www.eukleswealthmanagement.com/p/what-we-do
425 Walnut Street, Suite 2260 • Cincinnati, OH 45202. How We Do It. Our Retirement Income Strategies. Whether you are an employer looking after your company or an individual looking ahead to your future,. Count on us to . Invest the time and effort. To develop a complete understanding of your particular financial planning needs. Our financial advisors use our significant industry experience and unparalleled dedication to serve your best interests. Wealth Management and Financial Planning:. The variety of...
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Estate | Eukles Wealth Management
http://www.eukleswealthmanagement.com/resource-center/estate
425 Walnut Street, Suite 2260 • Cincinnati, OH 45202. How We Do It. Our Retirement Income Strategies. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Principles of Preserving Wealth. Execu...