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Explore more than a decade’s worth of time-tested tips and thoughtful commentary on the financial world, current events, and even our firm.
If you are confident that you have excess capital beyond your retirement and life-spending needs, you may use a Roth IRA for estate planning.
If you use rideshare companies like Uber and Lyft, or if you live in an urban area where rideshare companies operate, this article contains crucial information for how to protect your assets.
Although we cannot correct the motivations of evil actors, we can advise you on steps to take now to tighten your security systems, secure your assets, and protect your financial future.
This major tax reform will benefit corporations and the mega-wealthy beginning in 2018. For many individuals, the new law will add complexity. Many of the new provisions expire after December 31, 2025, at which time tax rules revert back to 2017 law. We’ve compiled a list of the provisions that will likely affect our individual clients. Stay tuned for new tax strategies that will emerge from these rules.
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