As the 2024 election approaches, tax policy is once again at the forefront of debate, with the potential to affect millions of Americans. We are currently in an era of historically low tax brackets due…
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Estate Planning Documents
One of the most frequent conversations we as advisors have with clients is around the importance of getting estate documents in order. A common response is something along the lines of “Yes, I know I…
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What Is A Trust And How Can It Help Me?
The importance of an estate plan cannot be overstated. For many families, that means having a standard set of estate planning documents (will, powers of attorney, healthcare directive) on file. However, some folks also stand…
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Best Podcasts for Financial Success
For those looking for resources on investing, money management, and building wealth, a podcast offers an easy, accessible way to build your financial “toolbox” and learn from experts in personal finance. In many parts of…
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How Real Estate Agents Can Save Taxes with “The Augusta Rule” for Content Creation
In the fast-paced world of real estate marketing, leveraging social media content has become essential. Social media is pivotal for agents looking to attract clients and grow their businesses. But did you know that you…
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