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Tax-Efficient Investment Strategy

05/01/2024
I want to first make it clear that I am not in the business of...
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Tax-Efficient Charitable Gifting Strategies

05/01/2024
The passage of the Tax Cuts and Jobs Act in December of 2017 was the...
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Social Security Planning

05/01/2024
An often overlooked and underutilized aspect of financial planning is Social Security planning. Everyone's situation...
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Roth Vs. Traditional Ira Contributions: Would a Roth Conversion Be Right for You?

05/01/2024
It is extremely important to start planning for retirement as early as possible. Not only...
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The Simplest Rule for Budgeting – the 50/30/20 Rule

05/01/2024
Many of us want to budget, but it's hard to find the right way, much...
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