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Insights

Deep dive into the topics we cover with clients when navigating their journey to financial independence and beyond.

Understanding Structured Notes for High Net Worth Investors
Financial Planning, Investments, Alternative Investments

Understanding Structured Notes for High Net Worth Investors

Structured notes are a sophisticated alternative investment vehicle often misunderstood or overlooked by many advisors. At VIP Wealth Advisors, we embrace the complexity of these instruments...

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  • Taxes
  • Financial Planning
  • Equity Compensation
  • RSU
  • Investments
  • Tax Policy & Legislation
  • Incentive Stock Options
  • Business Owner Planning

ROI of Financial Planner depicted as gold coins spouting and growing
Taxes, Financial Planning, Investments, AUM vs Flat Fee

Is a Financial Advisor Worth It? How Paying for Great Advice Pays Off

Introduction: Is a Financial Advisor Worth It?

If you're a high-income earner, business owner, or...

Treasury ETF tax reporting infographic for state tax savings
Taxes, Investments, Altruist, Schwab, ETF Taxes

The Hidden Tax Trap in Treasury ETFs (And How to Avoid It)

Why your “safe” ETF might be costing you more in state taxes than you think

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Proud Member of the Financial Planning Association® (FPA®)
Proud Member of the XY Planning Network
NAPFA
Proud Member of the Fee-Only Network
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White glove financial planning and tax filing services operating out of Decatur, GA.
Serving clients in Atlanta, Buckhead, Morningside, surrounding metro areas & virtually around the world.

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