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Tax-saving moves to consider before year end
Proactive investors can benefit from making strategic adjustments that can reduce next year’s tax bill.
Tax Planning
The impact of donating appreciated stock
Giving appreciated stock can be a gift for both you and your favorite charity.
Estate & Giving
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Aging solo
The practicalities and possibilities of embracing the future on your own.
Retirement & Longevity
Markets continue upward march in October
11/3/2025
From AI euphoria to the government shutdown, the markets remained strong amid mixed signals.
Markets & Investing
Funding long-term care with an irrevocable life insurance trust
How this strategy can help you avoid unnecessary taxation and create generational wealth.
Retirement & Longevity
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Five year-end tax tips for businesses
Improve your bottom line with these tax mitigation strategies.
Business Ownership

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