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The H Group – Portland, Oregon
Independent Wealth Management Solutions
The H Group - Portland, OregonThe H Group - Portland, Oregon

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  • Home
  • About
  • Advisors
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  • Services
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  • Account Access
    • Fidelity Investments Login
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    • eMoney
  • Contact

Daily Archives: June 12, 2020

Business and personal finances

Avoid Mixing Business and Personal…Finances That Is

Helpful Hints, News, Small Business PlanningBy James Sager, CFP®June 12, 2020

Most are familiar with the old saying “never mix business with pleasure.” However, for business owners both large and small, keeping in mind the mantra to never mix business finances with personal finances will serve you well.

net unrealized appreciation

Net Unrealized Appreciation: The Untold Story

Helpful Hints, News, Retirement Planning, Tax PlanningBy BroadridgeJune 12, 2020

If you participate in a 401(k), ESOP, or other qualified retirement plan that lets you invest in your employer’s stock, you need to know about net unrealized appreciation — a simple tax deferral opportunity with an unfortunately complicated name.

© Copyright The H Group Inc. All Rights Reserved. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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