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Five Strategies to Help Protect Your Wealth From Taxes

Five Strategies to Help Protect Your Wealth From Taxes

December 1, 2021
While some of the tax proposals that would have significantly impacted high-net-worth individuals have been eliminated from the Build...
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Don’t Let Risk Derail Your Goals

Don’t Let Risk Derail Your Goals

December 1, 2021
Factor Risk Into Your Investment Strategies When it comes to reaching your goals—retiring early, buying a second home,...
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Potential Tax Changes Remain in Spending Bill Under Senate Review

Potential Tax Changes Remain in Spending Bill Under Senate Review

December 1, 2021
On Nov. 19, the House passed the Build Back Better bill, which includes more than $1.5 trillion in business,...
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Managing Health Care Costs in Retirement

Managing Health Care Costs in Retirement

November 22, 2021
It’s no secret that as people age, their bodies tend to break down. Joints begin to ache, backs become...
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Your Life Simplified - Here in My Car - Whats Driving the Auto Industry.jpg

Here in My Car: What’s Driving the Auto Industry?

November 5, 2021
We’ve all seen the automotive industry headlines lately; chip shortages and used car scarcities, to name a few. In...
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Inflation Setting In – Raising Expectations

Inflation Setting In – Raising Expectations

November 4, 2021
Inflation pressures are building. People across the spectrum are asking what inflation will look like going forward. I don’t...
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Year-end Tax Planning Review

Year-end Tax Planning Review

November 3, 2021
Given that President Biden’s spending bill, including tax proposals, is still being negotiated in Congress, think about meeting with...
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RMD Waiver is Over: When Should You Take a Distribution?

RMD Waiver is Over: When Should You Take a Distribution?

November 2, 2021
CARES Act legislation waived required minimum distributions (RMDs) just for 2020. As we wrap up 2021, some individuals will...
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Your Life Simplified -Legacy Planning - Discussing Wealth Transfer with the Next Generation

Legacy Planning: Discussing Wealth Transfer with the Next Generation

October 19, 2021
When it comes to multi-generational wealth planning and how prepared children and grandchildren are to receive an inheritance, there...
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Cybersecurity: 10 Tips To Protect Yourself And Your Personal Data

October 18, 2021
As major companies continue to experience system compromises that result in the theft of personal data, it is more...
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Risk Levels Have Increased…But Fundamentals Remain Positive

Risk Levels Have Increased…But Fundamentals Remain Positive

October 7, 2021
“ After spending many years on Wall Street and after making and losing millions of dollars, I want to...
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The Inflation Shift Continues – What It May Mean

The Inflation Shift Continues – What It May Mean

October 7, 2021
I have been suggesting in my work this year that the major, secular driver of ever-higher stock market valuations...
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