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
Jul 23, 2024
How to Retire Early with Health Insurance Advanced Premium Tax Credits
Imagine this: you and your spouse, both 60 years old, still working but dreaming of early retirement. You've saved well, and your...
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Jul 16, 2024
Use These Gifting Strategies to Reduce Your Estate & Save on Taxes
Last week, Vitaly talked about the basics of gifting, including the types of gifts, how gifts are taxed, and some other important...
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Jul 9, 2024
Things You Need to Know Before Making Charitable Gifts
Making gifts is as a powerful estate planning strategy but you need to know rules and concepts to minimize taxes and avoid penalties

Jun 14, 2024
Guarding Your Legacy with Proper Estate Planning
Discover why estate planning is vital for everyone, not just the wealthy.
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Apr 4, 2024
Don't Miss Out: Upcoming Q2 Tax Deadlines and Other Reminders!
Staying informed about deadlines can help you stay on track with your financial objectives and avoid any potential pitfalls.
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