Financial planning that focuses on your goals and helps you achieve flexibility in your journey is critical at the mid-point of your career. It’s how you build a plan to help you realize the lifestyle…
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Financial Fitness – Mid-Year 2022 Check-In
Summer will officially be here soon, but before kids get out of school and all the vacation planning you did begins to come to fruition, it can be a good idea to take stock of…
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A Charitable Strategy for Tax-Efficiency: Qualified Charitable Distributions
If supporting charities meaningful to you is part of your long-term financial plan, creating a strategy around your giving can help you maximize the gifts you give. It can also be tax-efficient across several dimensions…
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GMB Ep #123: Tax Efficient Crypto Gifting With Pat Duffy
The world of cryptocurrency is innovative and ever-expanding. In today’s episode of Grow Money Business, we are joined by Pat Duffy, a cofounder of The Giving Block. The Giving Block is a platform that enables…
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GMB Ep #94: 4 Tactics for Reducing Capital Gains Taxes on Appreciated Assets
Following the financial crisis of 2009, we entered one of the longest running bull markets in history. During this time, the Federal Reserve has injected a massive amount of US dollars into the monetary system,…
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Episode #58: Top Strategies for Tax-Efficient Charitable Giving
The year 2020 has been an extremely challenging year for a lot of people, businesses, and organizations. Therefore, this is also a time when charitable organizations may need help from donors more than ever….
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