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Smart Giving Strategies for the Well-Seasoned Over 70½: Maximize Tax Benefits with Qualified Charitable Distributions (QCDs)
What You Will Learn This article explores how those over the age of 70½ have tools to strategically maximize their charitable giving while reducing taxes....
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Market Review 2024: Stocks Overcome Uncertainty to Notch Another Strong Year
Financial markets showed resilience in 2024, extending the bull market that began in late 2022 as stocks weathered interest-rate changes, uncertainty around the US elections,...
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The Top Investing Questions for 2025
As we turn the page on 2024, a new chapter begins filled with new opportunities as well as obstacles we must face in our lives...
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Maximize Your Wealth Before the 2024 Ball Drops: 10 Year-End Financial Strategies for High Achievers
As the year draws to a close, it’s a prime time for reflection—not just on your personal achievements and milestones but also on your financial...
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Navigating the High School Years and Final Preparations for College
What You’ll Learn: This post will guide you through the financial planning and decision-making processes during your child’s high school years, highlighting: Recap and Introduction...
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Laying the Financial Foundation for Your Child’s College Education
What You’ll Learn: This post will guide you through the financial planning and decision-making processes, guiding you through the Journey of College Planning, highlighting: Welcome...
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Presidential Elections and Your Investment Portfolio: Why Long-Term Strategy Wins
What you will learn: In this blog post, you’ll discover why presidential elections have surprisingly little impact on long-term investment returns, debunking a common myth...
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High Achievers: Turning Wealth into a Purposeful Life
Once all of our bills are paid, money becomes a tool we use to pursue the most important goals, whether securing our future, enjoying life,...
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Turning Your Wealth Into A Purposeful Resource
Once you’ve reached a certain level of wealth, you may start thinking, “What comes next?” It’s not uncommon for your focus to move from accumulation...
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Leaving a Legacy: Strategies for Impact Beyond Money
When you think about your “legacy,” it’s easy to focus solely on financial assets—passing down your wealth to people you love. However, for many high...
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Brace for Change: Navigating the 2025 Tax Law Sunset and Its Impact on Your Wealth
What You Will Learn: The looming 2025 expiration of the Tax Cuts and Jobs Act (TCJA) could significantly alter the tax benefits many taxpayers currently...
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Top Four Tax Pitfalls High-Income Earners Should Avoid
Everyone dreams of financial success that will allow them to thrive now and in the future. And, as your financial success continues to grow, so...
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