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Common Estate Planning Mistakes

Common Estate Planning Mistakes

March 5, 2021
As you revise your estate plan or create a new one, discover 10 common estate planning mistakes that could...
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Reconsidering Foundation and Endowment Distribution Strategy

Reconsidering Foundation and Endowment Distribution Strategy

February 24, 2021
The objective of foundations and endowments should be to play the “infinite game.” Playing an infinite game means sustaining...
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IRAs Traditional or Roth, Grow

IRAs: Traditional or Roth?

February 6, 2021
The traditional IRA and Roth IRA have pros and cons, and, depending on your personal circumstances, one may be...
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Are There Tax Consequences to Providing Loans to Family Members?

Are There Tax Consequences to Providing Loans to Family Members?

January 6, 2021
George’s son, Kevin, lost his job last year and is now having trouble paying his mortgage. George is happy...
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Establish A Donor-Advised Fund: Give to Charities While Enjoying Tax Advantages, Share

Establish A Donor-Advised Fund: Give to Charities While Enjoying Tax Advantages

March 4, 2020
You may be wondering how you can minimize your tax burden and do some good at the same time....
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Physicians have unique financial planning needs – Is your advisor prepared to meet them, Medical Professionals

Planning for Physicians

March 2, 2020
Physicians have unique financial planning needs – Is your advisor prepared to meet them? Medical professionals have taken...
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Executive Guide To Making the Right Compensation Decisions, Navigate

Executive Guide To Making the Right Compensation Decisions

February 27, 2020
As a busy executive with significant leadership and management responsibilities, you may be so focused on day-to-day business that...
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Wealth Planning Considerations for Dentists and Dental Professionals, Medical Professionals

Wealth Planning Considerations for Dentists and Dental Professionals

February 27, 2020
At every stage of their development, dentists and dental professionals might benefit from working with an advisor to create...
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When to Consider a Roth IRA Conversion, Business Owner

When to Consider a Roth IRA Conversion

January 2, 2020
Sometimes life changes, such as launching a new business, can mean a temporary reduction in household income. During times...
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Required Minimum Distributions: Get to Know the Basic Rules, Navigate

Required Minimum Distributions: Get to Know the Basic Rules

January 1, 2020
What are required minimum distributions (RMDs)? When you turn 72, the IRS requires you to start making annual...
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Generating A Tax Efficient Retirement Paycheck, Navigate

Generating A Tax Efficient Retirement Paycheck

December 2, 2019
Imagine you have saved during your professional career in a 401(k)/403(b)/457(b), IRA, Roth IRA and/ or Taxable/Brokerage Account. Additionally,...
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Strategies For Handling Concentrated Stock Positions, Protect

Strategies For Handling Concentrated Stock Positions

November 29, 2019
The very asset responsible for helping to create wealth in your portfolio may eventually become one of the biggest...
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