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Tax Planning
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Estate Planning
Latest Post:
Are Your Children Inheriting a Burden or a Blessing?
In our last blog post, Sudden Wealth: How to Handle a Large Inheritance, we discussed what beneficiaries should do upon receiving an inheritance. This post shifts the focus to parents and how they can prepare their finances so their children’s inheritance doesn’t...
Sudden Wealth – How to Handle a Large Inheritance
Question: My father recently passed away and he left a significant inheritance to me and my siblings. My father had a successful career and was always very careful with his money. Now I will be receiving over one million dollars from his estate. This is more money...
Sudden Wealth – How to Handle a Large Inheritance
Question: My father recently passed away and he left a significant inheritance to me and my siblings. My father had a successful career and was always very careful with his money. Now I will be receiving over one million dollars from his estate. This is more money...
Cutting Your Tax Bill With Direct Indexing!
Most investors are familiar with mutual funds or exchange-traded funds (ETFs) that allow individuals to invest in a group of stocks which often track a specific index, such as the S&P 500 index, without having to purchase each stock individually. These funds allow...
Year In Review and Looking Ahead to 2025!
2024 Year in Review: The past year brought the steady supply of news and uncertainty that is expected from an election year and widely divided electorate. While elections are always front and center, 2024 seemed to provide even more than the typical storylines with...
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