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Insights

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

Why the Fed Targets 2% Inflation—and What It Means for Your Wealth
Tax Policy & Legislation, Market Insights

Why the Fed Targets 2% Inflation—and What It Means for Your Wealth

When headlines scream about inflation surging or cooling, the number that keeps showing up is 2%. It's the Federal Reserve’s magic number, its North Star. But have you ever wondered: Why 2%? Why...

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Man looking at tax documents
Q&A, Taxes

How Do High Earners Like Me Actually Lower Their Tax Bracket?

Let’s be real—if you’re a high earner, there’s no “EZ form” for your tax strategy. Between equity...

RSU, Q&A

How Can I Minimize Taxes on My RSUs and Stock Options?

Sitting on a pile of vested RSUs or stock options? Great—unless you're also sitting on a massive,...

9 Ways to Maximize Your Tax Benefits from Passive Income
Q&A

9 Ways to Maximize Your Tax Benefits from Passive Income

Maximize your tax benefits from passive income with these 9 strategies, including real estate...

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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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