Blog
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Using AI in Everyday Life
Helpful Assistant or Hidden Risk? Artificial intelligence, or AI, is no longer a futuristic concept reserved for tech companies and research labs. It is woven…
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Building sustainable wealth Retirement Planning Tax Planning
Roth Conversions for High Earners
A Strategic Advantage in a Changing Tax Landscape High-earning professionals face a unique tax challenge: success often…
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Building sustainable wealth Podcast
Podcast: Living Your Wealth Today and Tomorrow
Living Your Wealth Today and Tomorrow July 19, 2025 Welcome to Living Your Wealth, Today and Tomorrow,…
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Personal Finance Tax Planning
What Can You Learn from Your Tax Return?
What Can You Learn by Reviewing Your Tax Return? Your tax return is more than just an…
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Personal Finance Retirement Planning
Evaluating a Roth conversion – the picture now and later
Is a Roth conversion right for you? While Roth conversions can be truly beneficial for some people,…
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Income Planning Personal Finance Retirement Planning
IRMAA – Your surprise retirement expense
The Surprise Retirement Expense As you build wealth and plan for your retirement years, are you taking…
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Income Planning Personal Finance
Income planning and how it can help you
Income planning is the process we use to determine how to efficiently use the sources of income…
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Income Planning Personal Finance
Reduce taxes and insurance premiums with QCDs
We’ve discussed the possible ramifications of forced income and the tradeoffs when it comes to large balances…
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Income Planning Tax Planning
What to do with Forced Income
Imagine that you’re forced to take income this year. For some of you, it’s not just in…
