Tag: financial planning
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Life insurance isn’t just a policy—it’s protection for everything you’ve built. Your income, your home, your business, your family’s future—all of it depends on you showing up tomorrow. Yet most people don’t have enough coverage to replace their income or preserve their legacy if something happens. Some have no coverage at all. The truth is,…
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Losing someone you love is a moment that forever changes your life. When an inheritance follows, it can feel overwhelming. A gift like this is deeply personal, and knowing where to invest inherited money becomes more than just a financial decision. It becomes a responsibility—one that deserves thoughtful planning, not guesswork. Many people feel the…
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If you’re a business owner sitting on a highly appreciated asset, you’re probably staring down the barrel of a massive capital gains tax bill. But what if you could sell your business, avoid capital gains tax, generate lifetime income, leave a legacy to charity, and still pass on a tax-free inheritance to your heirs? Enter…
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With a new presidential administration, massive changes are coming, so its important to know what the new Trump Tax Plan has in store for Americans. The Tax Cuts and Jobs Act (TCJA) of 2017 is set to expire, and President Donald Trump has proposed a new tax plan to extend its benefits and introduce additional…
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Today the financial markets are struggling, and retirement portfolios are taking a hit. If you’re worried about your future, now is the time to act. The best way to protect your retirement is to minimize risk while still allowing for growth. Whether you have individual stocks, an IRA, or a 401k, here are some key…