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How to Save Money on Taxes

How to Save Money on Taxes Saving money on taxes can seem complicated, but it doesn’t have to be. With a bit of planning, you can reduce your tax bill and keep more of your hard earned money.  In this how to insight, we’ll break down the key ways you can save on taxes. From […]

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How Much Can I Give My Kids Before Paying IRS Gift Tax?

When it comes to transferring wealth to your children or grandchildren, understanding the IRS gift tax is key to keeping more of your money in the family and away from taxes. Let’s dive into the details of gifting and the potential tax implications, focusing on someone like yourself who may be considering passing down substantial

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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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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

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

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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What Factors Impact My Required Minimum Distributions?

As you approach or enter retirement, Required Minimum Distributions (RMDs) become an important financial milestone. Understanding what factors influence your RMDs can make a significant difference in how much you pay in taxes, how you manage your retirement income, and how you preserve wealth for your heirs. In this insight we will take a look

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What Factors Impact My Required Minimum Distributions? A Small Investment LLC

8 Essential Questions for Your RMD – Answered

As you approach retirement, Required Minimum Distributions (RMDs) become an unavoidable part of managing your retirement accounts. Whether you’re a high earner or have accumulated significant savings over the years, it’s essential to approach RMDs with a clear strategy.  The decisions you make now can significantly impact your tax liability, legacy, and overall financial health.

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8 Essential Questions for Your RMD - Answered

Important Tax and Financial Numbers for 2025

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