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Securing Your Legacy: Financial Planning Tips for Your Children’s Future

Yardley Wealth Management

The post Securing Your Legacy: Financial Planning Tips for Your Children’s Future appeared first on Yardley Wealth Management, LLC. Securing Your Legacy: Financial Planning Tips for Your Children’s Future Introduction As parents, one of our greatest goals is to ensure our children’s future financial well-being.

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Save on Taxes with These 5 Year-End Financial Tips

MainStreet Financial Planning

As December unfolds, it’s easy to overlook year-end tax planning amid the holiday hustle. For 2024, the IRS has increased contribution limits: – 401(k), 403(b), and most 457 plans: You can contribute up to $23,000. However, dedicating a few moments now can lead to significant savings come tax season.

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Your Future, Your Way: Navigating Estate & Retirement Planning as an Investor

Zoe Financial

For high-net-worth individuals, continuously refining your strategy over time is what keeps your plan efficient and aligned with evolving goals. At Zoe Financial, we’ve seen firsthand how proactive planning with a fiduciary advisor helps individuals protect and grow their wealth across generations.

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The Money Tasks You’re Avoiding And How To Make Progress (Part 1)

Workable Wealth

But building a balanced meal plan takes more time and effort to accomplish. The same is true for a healthy financial plan. Not every financial planning task is exciting and groundbreaking, but each step secures your goals and vision for the future. Once you start looking, you’ll find you have several assets to plan for.

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Long-Term Care Considerations in Estate Planning

This article explores the impact of medical/LTC expenses on estate planning objectives, and discusses strategies to keep assets flexible to address needs that may arise while satisfying the objective of transferring wealth to designated beneficiaries.

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Avoid Making These Mistakes to Safeguard Your Wealth

WiserAdvisor

Keeping it safe, growing it wisely, and using it to support your future takes careful planning. Yet even the best financial plans can stumble. Mistake #2: Not having an estate plan in place Estate planning is essential for protecting what you’ve worked hard to build. Yet, many people put it off.

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Tax Strategies for High-Income Earners 2025

Yardley Wealth Management

From maximizing deductions to managing capital gains, we’ll cover everything you need to know about smart tax planning. It’s triggered by large deductions, multiple dependents, or significant capital gains, requiring careful planning of deductions and income recognition. Click here and contact us for more information.

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