Digital Resouces

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    Understanding Capital Gains Taxes and Planning

    October 17, 2025

    Are you familiar with the capital gains tax? This article dives into the essentials of this tax—what it is, why it matters, and how it may apply to your assets. Understanding capital gains can help you make more informed decisions and potentially save money in the long run.

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    Strategies for Lowering Retirement Income Taxes

    October 10, 2025

    Have you considered how to minimize income taxes in retirement? This article covers strategies that can potentially reduce the tax burden on your retirement income. It provides insight into some beneficial approaches you can consider in your long-term approach.

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  • A married couple looking at each other sitting at a table.

    Maximizing Retirement Savings: The HSA

    October 2, 2025

    Have you heard about the tax benefits of using a Health Savings Account (HSA)? Discover how you can maximize savings and plan for future medical expenses. This quick read will share different tax advantages of having an HSA and how this may benefit you in the long-term.

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  • Man holding an image of a brain between his hands. Music notes, paintbrushes and bar graphs are floating around the corners.

    Estate Planning for Intellectual Property

    September 19, 2025

    Are you an author, artist or owner of a business? You might have intellectual property! This article will guide you through concerns of estate planning for intellectual assets, providing insights into what you need to consider to ensure your creations are preserved and passed down as you desire.

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  • A child holding the hand of an adult walking in the sunshine.

    The Unique Advantages of Special Needs Trusts

    September 12, 2025

    Did you know that a special needs trust can help secure a financial future for loved ones with disabilities? This article addresses the unique advantages of a special needs trust and how it can help preserve your estate’s assets as well as your loved one’s public benefits.

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  • The ABCs of Estate Planning

    September 3, 2025

    Do you need an estate plan? It’s not always a popular topic, but it’s an important consideration for everyone, regardless of income or age. Learn the basics of what’s covered in estate planning and how a professional can guide you through your unique circumstances.

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