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5 Issues to Consider Before You File Your 2024 Tax Return as a Retiree

Filing taxes can feel like a chore for most of us, but for retirees, it presents unique challenges. If you’re retired, your tax situation likely involves several moving parts As a Certified Financial Planner working with high earners and high-net-worth retirees, I want to help make sure you’re prepared. In this insight, we’ll walk through […]

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5 Issues to Consider Before You File Your 2024 Tax Return as a Retiree A Small Investment LLC

FAQ for the Important Financial Dates: A High Net Worth Guide

Knowing important financial dates are essential to both long term and near term financial planning. Preparing for this financial landscape gets more complex as your years increase.  Whether it’s planning for retirement, claiming Social Security, or managing taxes, certain milestones come with crucial decisions. Understanding these key dates can help you maximize your benefits, avoid

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FAQ for the Important Financial Dates: A High Net Worth Guide Milestones A Small Investment LLC

2025, A Guide to preparing for Major Financial Deadlines

Understanding major financial deadlines is essential for everyone, it can make a world of difference in financial health. Knowing what numbers to focus on and when certain deadlines hit can keep your finances in check, ensure tax efficiency, and safeguard your wealth for years to come. This guide will walk you through important financial numbers

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2025, A Guide to preparing for Major Financial Deadlines, A Small Investment LLC

How Do Key Financial Numbers Affect My Finances

How do key financial numbers affect your finances? As a certified financial planner who specializes in working with you where you are, I understand the importance of understanding how key financial numbers can impact your overall financial well-being.  In this insight, we’ll explore how various financial metrics and indicators can influence your personal finances, investment

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How Do Key Financial Numbers Affect My Finances A Small Investment

2025 Tax Numbers: What You Need to Know

Navigating taxes can feel like a chore, but staying informed about annual updates is crucial, especially if you’re a high-earner or near retirement. The 2025 tax updates bring some significant changes for individuals in higher tax brackets.  In this article, we’ll break down what you need to know and how these changes might impact your

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2025 Tax Numbers: What You Need to Know A Small Investment LLC

Inflation: Strategies for Financial Resilience

Inflation is a reality we all must contend with, and its effects can be more challenging for high earners and high net worth individuals. Inflation doesn’t just impact your day-to-day expenses; it can quietly erode the value of your long-term investments if you’re not prepared.  Understanding how inflation: strategies for financial resilience can safeguard your

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Inflation: Strategies for Financial Resilience A Small Investment LLC

How Does Inflation Affect My Daily Life?

Inflation is one of those financial terms we hear all the time, but it’s easy to overlook how it directly affects our everyday life. As a high-net-worth or high-earning individual, inflation can seem subtle when it comes to the gas pump or the grocery store.  Inflation can seep into your entire financial picture, your investments,

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How Does Inflation Affect My Daily Life? A Small Investment LLC

Navigating Your Pension: Lump Sum vs. Annuity – What’s Right for You?

When you approach retirement, a big decision looms: should you take your pension as a lump sum or opt for a lifetime annuity? You’ve worked hard to build your wealth, and how you manage it in retirement can have long lasting benefits. As a Certified Financial Planner(R) (CFP), I’ve helped many clients navigate this decision.

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Navigating Your Pension: Lump Sum vs. Annuity – What’s Right for You? A Small Investment LLC

What Are the Best Investments for Sudden Wealth?

Sudden wealth can be an exciting and overwhelming experience. Whether you’ve sold a business, received an inheritance, or won a large sum of money, the opportunities are endless.  But if you’re, like many high-net-worth individuals, this sudden influx of money also presents some critical decisions that need careful consideration. As a Certified Financial Planner (CFP®),

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What Are the Best Investments for Sudden Wealth A Small Investment LLC

Maximizing Your After Tax Returns: Advanced Strategies for High Earners

As a high earner, you’re likely always on the lookout for ways to maximize your after tax returns. Let’s explore some advanced strategies that can help you keep more of your hard earned money. Tax Efficient Investment Strategies to Maximize After Tax Returns One of the most effective ways to boost your after tax returns

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