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    Five Deadly Small Business Planning Mistakes and How to Avoid Them

    Five Deadly Small Business Planning Mistakes and How to Avoid Them

    We will examine insights and demonstrate five mistakes that small business owners commonly make and the commonly overlooked solutions.
    A New Way to Think of Legacy Planning

    A New Way to Think of Legacy Planning

    In this overview, we will examine the different ways that you can consider creating a legacy through the three legacy stages in life.
    Six Surefooted Ways to Minimize Stress and Taxes in 2022

    Six Surefooted Ways to Minimize Stress and Taxes in 2022

    Six Surefooted Ways to Minimize Stress and Taxes in 2022
    How to Transform Investments and Cash Flow into an Actual Plan

    How to Transform Investments and Cash Flow into an Actual Plan

    In financial planning, we often categorize people into two major groups – those who are in an accumulation stage of life, and those who...
    The Basics of Medicare

    The Basics of Medicare

    I had the opportunity to sit down with Jay Lamb with Elite Medicare and have a conversation about Medicare. We covered the basics of how...
    Basics of Estate Planning

    Basics of Estate Planning

    Who will own my belongings after I pass away? Who will take care of my kids and how are they supported? Can I protect my business and...
    What Are Index Funds and Should I Invest In Them?

    What Are Index Funds and Should I Invest In Them?

    Back in school, whenever we studied a sentence and definitions, we were taught to break down the sentence structure and define the words....
    How to Know If You Need Long-Term Care Insurance

    How to Know If You Need Long-Term Care Insurance

    Long-term care insurance can be a complicated area to understand. There are multiples types of insurance products that approach long-term...
    How to Give and Still Get Money Back

    How to Give and Still Get Money Back

    Just a few years ago, if you wrote a check to your church or charity they would send you a paper at the end of the year, and for most...
    Have You Heard of Paying a 0% Tax Rate?

    Have You Heard of Paying a 0% Tax Rate?

    There is so much on the internet about how to pay little to no taxes for life, and from what I can see, a lot of it is garbage, with some...
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