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How to Plan a Tax Savvy Retirement
You’ve finally reached retirement with a healthy nest egg and many years of bliss ahead of you. You spent years
A Robo-Advisor or a Financial Advisor – Which is Best for You?
As technology advances and artificial intelligence and automation seep into every aspect of our daily lives, it was perhaps inevitable
What retirement plan is best for my small business?
Entrepreneurs love to steer the financial helm of their enterprises, primarily focusing on growth and profitability. However, if you’re a
The 8 Biggest Changes from Secure 2.0
The Revenue Act of 1978 introduced the 401(k), thereby handing employees the reins to their retirement savings and allowing them
How high-income earners can save on taxes
Retirement planning and financial management can often seem like a game of chess, where every move impacts the ones to
The Family Limited Partnership vs. The Family LLC: Choosing the Best Structure for Your Estate Planning
A comprehensive estate plan goes beyond trusts, wills, and charitable giving strategies. In fact, you can start planning your transfer
How interest rates affect your investment portfolio
It’s always big news when the Fed announces a change in interest rates. The Fed lowers interest rates to stimulate
How to use the Kiddie Tax to your favor
In light of tax season officially ending today (April 18th), we wanted to help you get a head start for
Risk Mitigation Strategies for the Wealthy
Building generational wealth is the goal of many Americans, but knowing how to grow and protect it for the long
The Backdoor Roth IRA (Don’t make these conversion mistakes)
If you are a high-income earner in Sarasota, you may feel that you’ve been blocked from utilizing the Roth IRA.
2023 Retirement Plan Changes
There is excellent news on the retirement front with the enactment of long-awaited changes to retirement rules in the form
Maximizing Tax Efficiency: An Estate Planning Case Study for a $115 Million Estate
In this estate planning case study, we will explore the various types of trusts and business entities that an ultra-high-net-worth
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