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An inheritance rarely arrives when a family needs it most. That reality leads some of the people I work with to consider gifting while living,
You’re earning more than you ever have, so why doesn’t your portfolio seem to reflect it? Here are 5 leaks that can drain multimillion-dollar portfolios, and what to do about each one.
Big income this year? Don’t let taxes catch you by surprise. Here are 5 tips to stay prepared.
Do your CPA and financial advisor talk to each other? They should. In this article, I share how that connection can lead to better planning, fewer surprises, and more confidence in your financial decisions.
Washington has been busy. Last month, Congress passed – and President Trump signed – the One Big Beautiful Bill Act (OBBBA). At nearly 900 pages,
Tax time is here! As a wealth manager at Deerfield Financial Advisors, I’m all too familiar with the chaos that can occur every year around
At Deerfield Financial Advisors, one of the many financial insights we share with our clients is how to realize tax savings. While tax planning can
Did you know that 40% of workers today plan to move to a different city or region after they retire?1 This underscores a trend of retirees
As tax planning season and end-of-year charitable giving begin, it’s a good time to consider the benefits of donor-advised funds. Charitable giving has many facets,
The charitable remainder trust (CRT) is a popular retirement- and estate-planning tool. It can be a convenient way to create a stream of lifetime income
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