Insights Category: Estate Planning
Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
Dividends and Harvesting Losses
December 5, 2022
Many Middle-Class Millionaires already know this – ’Tis the season for taxable dividends and capital gains to show up in...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
Managing Probate When Setting Up Your Estate
November 17, 2022
What can you do to help your heirs? The probate process can be expensive for some estates. Settling an estate...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
New Retirement Contribution Limits for 2023
November 17, 2022
Near-record levels. The Internal Revenue Service has released new limits for the coming year. After months of high inflation and...
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Estate Planning / Financial Planning / Investment Strategies / Taxes
End-of-the-Year Money Moves
November 17, 2022
Here are some things you might consider before saying goodbye to 2022. What has changed for you in 2022? This...
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Charitable Giving / Estate Planning / Financial Planning / Investment Strategies / Taxes
Cash Alternatives for Charitable Giving
September 27, 2022
Thinking about donating? Think of these choices. The year is winding down, and many Middle-Class Millionaires may be thinking of...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
Annual Financial To-Do List
September 19, 2022
Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
5 Retirement Concerns Too Often Overlooked
September 19, 2022
Baby boomers entering their “second acts” should think about these matters. Retirement is undeniably a major life and financial transition....
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Estate Planning / Financial Planning / Investment Strategies / Retirement
What Happens When There Are No Beneficiaries
July 21, 2022
Where do those accounts and policies end up? Some accounts have no designated beneficiary. Rarely, the same thing occurs with...
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Estate Planning / Financial Planning / Investment Strategies / Retirement
The Behavior Gap and Your Financial Health
June 28, 2022
How might it affect you? “It turns out my job was not to find great investments but to help create...
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Estate Planning / Financial Planning / Retirement
Should You Downsize for Retirement?
May 18, 2022
Some retirees save a great deal of money by doing so; others do not. You want to retire, and you...
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