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Insights

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

IRA Strategy Isn’t Optional: Hidden Rules, Tax Traps, and Missed Opportunities
May 25, 2025

IRA Strategy Isn’t Optional: Hidden Rules, Tax Traps, and Missed Opportunities

A Deep Dive into the Hidden Rules, Tax Traps, and Missed Opportunities in Retirement Planning

Having spent over two decades in wealth management, I’ve encountered everything from spreadsheets and...

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  • Irrevocable Trust

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...

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NAPFA
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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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