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Recent Posts
Social Security and Medicare: Strategic Planning for the Upcoming Year
Every October, the Social Security Administration announces potential changes in Social Security benefits for the ...
The post Social Security and Medicare: Strategic Planning for the Upcoming Year first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreNavigating Roth IRA Conversions: The 5-Year Rule and Post-Conversion Estate Planning
When it comes to retirement planning, understanding the intricacies of Roth IRA conversions is crucial. ...
The post Navigating Roth IRA Conversions: The 5-Year Rule and Post-Conversion Estate Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreMaximize Your Charitable Impact with These Four Strategies
As the year draws to a close, it’s a perfect opportunity to rethink how you ...
The post Maximize Your Charitable Impact with These Four Strategies first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreVideo Library
It's a big day!
Big news today! We are hosting our open house today, and are so excited to share our new office, show appreciation for our ...
4th Quarter 2023 Tips, Estate Tax Predictions & Dumb Money!
Get your finances in order for the home stretch of 2023! Neel shares tips for Taxes, Trusts, & learning from movies like Dumb ...
When will your money double?, Tchotchke planning & IRS fraud guidance (SPI 9-12-23)
3 key tax, financial & estate takeaways while working from a cottage in Vermont: 1) Quick tip on how to calculate (approximately) ...
The African Bush and your "why" for financial planning
What is all for anyway? Financial planning, paying less in taxes, your legacy planning, retirement planning are all important tools, ...
Brownies & Coffee Mugs to explain Wills/Trust in under 10 Min!
Whether one passes away (a) without a will, (b) with a will, or (c) with a trust, impacts the survivors quite differently. Even if you ...
Takin' care of business (planning)! Business Success(ion)+Key Employee
If you own, work for or love someone who has a business, you may want to join and/or share this "Planning for Business ...
Bull, Bear, or Duck (?) market - what to know about the stock market right now (SPi 6-20-23)
You may have heard of Bull markets & Bear markets - what about 'Duck' markets? What's the impact of artificial intelligence, ...
Swifties are being misled about probate! (SPi 6-6-2023)
It's probably not Taylor Swift's or Clint Eastwood's fault, but their works are both perpetuating a myth about Wills. I do know about ...
Vacation Homes - quick financial, tax and legal tips!
I hope everybody had a fantastic Memorial Day. Especially thinking of those, and the family of those, who made the ultimate ...
Are you the 'better' half? (Shah Plan-It 5-23-23)
Heads you can afford retire, tails you can't. 50/50 shot. Sound good? No? Well... 47% of households won't have enough income to ...
Schedule your free Exploratory phone call
Click here to see how we
can be of assistance.
Our Social Media
Connect with us on Social Media using the following buttons:
Visit our Podcasts
Listen in, Join the Conversation!
Recent Posts
Social Security and Medicare: Strategic Planning for the Upcoming Year
Every October, the Social Security Administration announces potential changes in Social Security benefits for the ...
The post Social Security and Medicare: Strategic Planning for the Upcoming Year first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreNavigating Roth IRA Conversions: The 5-Year Rule and Post-Conversion Estate Planning
When it comes to retirement planning, understanding the intricacies of Roth IRA conversions is crucial. ...
The post Navigating Roth IRA Conversions: The 5-Year Rule and Post-Conversion Estate Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreMaximize Your Charitable Impact with These Four Strategies
As the year draws to a close, it’s a perfect opportunity to rethink how you ...
The post Maximize Your Charitable Impact with These Four Strategies first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
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