Tag Archives: Tax

Year-End Financial Planning: A Checklist-by Ian Filippini

The best financial decisions are made with the benefit of time, thoughtful consideration, and trusted professional advice. As tax time approaches, take the time to prepare for sound long-term financial decisions and minimize expenses, taxes, and the headache of organizing … Continue reading

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How Capital Gains from the Sale of a Home Are Taxed-By Ian Filippini

For most of us, our home represents our largest asset. Over time, the management of this asset can make a big difference in our overall financial outlook. One of the largest planning opportunities home ownership brings is the favorable tax … Continue reading

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The Skyrocketing Cost of College-By Ian Filippini

Despite a decade of low inflation, the price of higher education has seemed to defy gravity. According to The College Board, a not-for-profit membership association whose mission is to help students and parents prepare and pay for college, tuition and … Continue reading

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Qualified Retirement Plans for Small Businesses By Ian Filippini

Ian Filippini is a young president of Montecito-based Filippini Financial Group(i.e. Filippini Financial Group, Inc.). Filippini Financial Group, Inc. a true wealth management advisory firm, we understand our clients desire one full-service group they can turn to for all of their financial needs. Continue reading

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