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End-of-Summer Financial Reset: Preparing for Q4 Tax Planning

As summer winds down and autumn approaches, it's the perfect time to reassess your financial situation and prepare for Q4 tax planning. With these tips and guidance from a financial professional, you can tackle Q4 tax planning with ease! Start with a financial review...

Retire Like You’re on Permanent Vacation: How to Build A Summer-Inspired Plan for Retirement

Retirement is a period of life during which one enjoys the fruits of one's years of labor. It's an opportunity to enjoy a permanent vacation, soaking in the sun, and relishing summer days at leisure. The key to retiring like being on a constant vacation lies in...

Don’t Let Volatile Markets Halt Your Retirement Planning

In times of market uncertainty or changes, reminding yourself of your ultimate retirement goals is important. Here are some tips that can help you focus on staying on track for the long term despite the short-term fluctuations in the market:   Implement...
Trust and Estate Planning Las Vegas

Trust and Estate Planning Las Vegas

ABOUT TRUST AND ESTATE SERVICES IN LAS VEGAS When creating a financial plan for the future it is very important in my opinion to also plan for the unexpected. There aren’t many guarantees in life but as we all joke with the saying, the two guarantees are taxes and...

Financial Planning and Living Globally

Financial Planning and Living Globally

The past 100 years have seen changes in how people plan for their financial futures and how they live. Borders no longer restrict people from living in one country; their profession often takes them to parts of the world they never anticipated. Today, it’s not...

Climate Change and Finance: Are They Connected?

Climate Change and Finance: Are They Connected?

Over the past ten thousand years, the Earth’s climate has remained stable. Today, we know through science and research that climate change is happening. Many scientific organizations are studying the impact of climate change while simultaneously economists are...

A Debt Reduction Plan for 2020

A Debt Reduction Plan for 2020

Being debt-free is possible for everyone, regardless of income. Learning to manage our debt and spending habits and then focus on saving can be life-changing and positively affect your net worth. Net worth calculates by subtracting your liabilities (debt owed) from...