Tag: investing
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Should We Set Up a Trust for Tax Purposes? Death, Taxes, and the Trust That Could Solve Both.
Estate Planning is always a difficult but necessary step to complete in your financial plan. Couple that with major tax implications, and you will quickly see why it is important to keep your estate plan updated. Many owners and families often ask whether they need a trust. I have written about trusts before, but mainly…
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Are My Investments Right for Me? Why Investment Planning is So Important.
Investing may arguably be the most popular financial planning topic. Most people roughly understand what investing is and have heard about the stock market before. If you interviewed 1,000 people closest to me (or any financial professional really), I bet the majority would say I do “something with stocks” or “something with taxes”. While they…
TC Falkner 