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Insights

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

What Gen X Really Wants From a Financial Advisor
January 1, 2026

What Gen X Really Wants From a Financial Advisor

Gen X investors typically want integrated, tax-aware, judgment-driven financial advice that prioritizes clarity, optionality, and real-world complexity over products or performance theater.

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  • Taxes
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Jimmy Buffett's Estate Faces Legal Showdown Image of Buffet
June 19, 2025

Margaritaville Meets the Courtroom: What the Jimmy Buffett Estate Battle Reveals About Trusts, Taxes, and Family Dynamics

When most people think of Jimmy Buffett, they think of sunshine, salt-rimmed margaritas, and easy...

September 10, 2024

Pros and Cons of Revocable and Irrevocable Trusts

Welcome to the essential topic of trusts in estate planning. Trusts act as guardians, ensuring...

VIP Wealth Advisors

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VIP Wealth Advisors is a Registered Investment Adviser. Information on this site is for educational purposes only and not investment, tax, or legal advice. Past performance is not indicative of future results.

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