If you're looking for smart, tax-efficient ways to pass on your wealth and protect your legacy, a Spousal Lifetime Access Trust (SLAT) could be one of the most
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Many of our clients frequently read, listen to, or watch the news. While there is surely no shortage of hot topics, one piece of significant legislation is
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As a Registered Investment Advisor (RIA), one of the most common trends we observe is the increasing popularity of do-it-yourself (DIY) investing.
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In today’s unpredictable economic climate, it can be tempting to try to react to short-term market movements. Headlines are dominated by volatility, inflation
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Investors are often surprised by the differences between Exchange-Traded Funds (ETFs) and Mutual Funds, especially when it comes to taxes.
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Employers who offer a 401(k) plan must fulfill important fiduciary duties under the Employee Retirement Income Security Act (ERISA).
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In times of market uncertainty, it’s easy to get caught up in the headlines. From geopolitical events (Ukraine) to economic policy changes (tariffs and DOGE)
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In today’s world, uncertainty is a constant. Market fluctuations, changes in political leadership, and unforeseen global events can all have significant impacts
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Family Limited Partnerships (FLPs) are popular estate planning vehicles that offer unique benefits for families looking to preserve wealth, minimize estate
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When discussing economic policy, few topics spark as much heated debate as tariffs. These taxes on imported goods have been used throughout U.S. history for
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In today’s fast-paced financial landscape, managing your wealth effectively while ensuring tax efficiency can be a daunting task.
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Investing in your future doesn’t always require large, one-time contributions. The key is building a habit of regular contributions, no matter the amount, to
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