Is Your Financial Plan Holistic? The Key Facets of Holistic Financial Planning
Is your financial plan truly “holistic” or is it just a mixture of disconnected strategies? Picture this: instead of solely…
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Healthcare Costs in Retirement
In a 2023 survey, 37% of all workers reported they were either “not too” or “not at all” confident that…
Are You Prepared for an Estate Tax Sunset?
Estate Tax Sunset The federal estate tax threshold rose to $27.22 million in 2024 for married couples and $13.61 million…
What Is a 1031 Exchange?
If you want to add investment real estate to your portfolio, you may want to know what a 1031 Exchange…
Five Most Overlooked Tax Deductions
Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands,…
Grantor Retained Annuity Trusts (GRATs)
Suppose your financial objectives include income and leaving a legacy for your heirs. In that case, it’s essential to work…