Tag: shawna

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  Divorce Proofing Your Wealth: Beyond the Basic Prenuptial Agreement

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  Financial Conversations Every Couple Should Have Before Saying ‘I Do’

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  America’s Balance Sheet: A Financial Advisor’s Deep Dive into National Debt

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  The Stay-at-Home Equation: Financial Aspects of Leaving the Workforce

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  How Does the Big Beautiful Bill Affect Taxes?

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  How does the lifetime gift tax exemption work?

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  How do I save money for my child’s education?

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  How can I protect my inheritance from taxes?

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  How to Minimize Taxes on an Inherited IRA or Retirement Account

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  What are the rules for inherited IRA distributions?

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  High-Net-Worth Tax Planning: How to Maximize Savings

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  The Pros and Cons of Reverse Mortgages

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