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Tips for Capital Gains Tax Planning
Capital gains – what better encapsulates our economic system than our ability to generate returns commensurate with our risk appetite?
Retirement Planning for Solo Business Owners
In our last paper, we went over the best retirement plans for your small to medium-sized business. However, those retirement
A Business Retirement Plan Guide
Having the right retirement plan for your business may seem like an easy task, and it might be. But most
Are You Ready to Retire in 2024?
Are you ready to retire in 2024? After decades of working your way up the career ladder or nurturing your
Navigating the 10-Year Inherited IRA Window
There may come a time when you are the beneficiary of an IRA, whether from a spouse, family member, or
Optimizing Your Wealth: End-of-Year Planning
The end of the year is nearly here, and while you may be focused on spending time with family and
Safeguarding Your Wealth Against Fraud
February 2024 Update: A new phishing scam is targeting the clients of major financial institutions such as Schwab. Scammers are
The Season of Giving: Charitable Giving Strategies Explained
November is a great month – we get to meet with our loved ones around the Thanksgiving dinner table, ponder
Conditional Life Expectancy: The Complex Reality of Financial Planning
Longevity is a double-edged sword. On one side, the gift of a longer life brings more experiences, memories, and milestones.
The Mega Backdoor Roth: A Tax-Efficient Strategy for High-Earners in Sarasota, Florida
If you’re like many Floridians, you want to have the most tax-efficient financial plan possible, and one of the greatest
Roth Conversions in 2023 (& Beyond)
Financial advisors love the Roth account. By providing tax-free withdrawals and eliminating Required Minimum Withdrawals (RMDs), Roth accounts give you
Investment vs. Insurance: Striking the Perfect Balance
Growth versus protection. Security versus potential. This isn’t a discussion on investment strategies, portfolio adjustments, or selecting the ideal retirement
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