Finance
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Planning for Retirement in a Volatile Market: Strategies for Stability in 2025
With inflation, interest rates, and market swings shaping today’s economy, here’s how retirees and pre-retirees can protect their financial future.
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Why Asset Protection Is No Longer Optional
Protect your wealth with trusts, LLCs, and insurance—legal risks are rising, so proactive planning is more crucial than ever.
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Maximizing Contributions to Tax-Sheltered Roth Accounts in 2025
Maximize your 2025 retirement savings with new Roth IRA and 401(k) contribution limits and strategic planning opportunities.
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How to Avoid Paying Higher Estate Taxes When Your Spouse Dies
Understanding the 'Survivor Trap' and How Estate Planning Can Protect Your Assets
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The Hidden Tax Costs of Student Loan Forgiveness for Business Owners
New student debt relief rules could trigger surprise tax burdens—with big implications for your HR, legal, and financial strategy.
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Essential Estate Planning Steps for Baby Boomers Amid the Great Wealth Transfer
With trillions set to transfer to younger generations, proactive estate planning is crucial to ensure your legacy is preserved and your wishes honored
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Is Real Estate a Viable Primary Source of Retirement Income?
Exploring the benefits and drawbacks of relying on property investments during retirement.
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Wills and Trusts: Tools for Estate Planning and Tax Efficiency in 2025
As tax season deadlines approach, learn how wills and trusts can help reduce tax burdens and secure your financial future.
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Spousal IRAs: A Tax-Savvy Strategy for Boosting Retirement Savings
Discover how spousal IRAs enable non-working spouses to contribute to retirement savings, maximizing tax advantages for married couples.
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How to Protect Your Wealth with Estate Planning During Times of Uncertainty
Learn how to future-proof your estate plan amid changing tax laws, economic shifts, and political cycles with strategies that prioritize long-term sec