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Balancing Multiple Residences: Navigating Tax Considerations, Legal Documentation, and Insurance Coverage for Snowbirds

Ballast Advisors

Join us as we delve into the tax strategy, legal documentation, and insurance coverage considerations needed to successfully balance the ownership of multiple residences for snowbirds. Review your coverage limits and consider factors such as driving habits and annual mileage. Past performance is not indicative of future results.

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Why Should You Care About Financial Planning?

Workable Wealth

Want to retire early? You can accomplish this task in several ways like strategic charitable giving, maxing out your retirement accounts, tax-loss harvesting, and more. It can help you save for your future, like increasing retirement contributions or investing in the market. Tax Planning. Don’t sell yourself short.

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Retire Early, Live Slow: Navigating the Transition to a Leisurely Lifestyle

Gen Y Planning

The traditional view of what retirement should be is quickly fading in the rearview mirror as Gen X and Baby Boomers are flipping the script on what your post-career lifestyle can look like. This doesn’t have to present a big problem – especially if you know ahead of time that you plan to make this shift. Do I want to work at all?

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Year-End Financial Checklist

Walkner Condon Financial Advisors

As we look forward to 2023, the IRS recently announced that the contribution limits for employer-sponsored retirement plans are going up. You may want to review your contribution amounts and adjust for January payrolls if your goal is to maximize funding your retirement plan contributions. . Insurance Amounts . IRA Accounts.

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Book Review: Protect Your Lifestyle by Meaghan Dowd

MainStreet Financial Planning

Maybe there would be some nuggets I could share with clients to help navigate the changing insurance landscape so I signed up! Homeowners Insurance: It is very important that if your home is owned by an LLC or trust that your homeowner’s policy lists the individual owners as well as the LLC, trust, etc. The webinar was fantastic!

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Top Insights Driving Financial Planning Strategies in 2025

WiserAdvisor

At any given moment, people are working towards multiple goals like saving for retirement, managing taxes, buying a home, protecting their family through insurance, or planning for healthcare needs. People want all these goals to work together.

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A Snowbirds Guide to Managing Multiple Residences

Ballast Advisors

Join us as we delve into the tax strategy, legal documentation, and insurance coverage considerations needed to successfully balance the ownership of multiple residences for snowbirds. Review your coverage limits and consider factors such as driving habits and annual mileage. Past performance is not indicative of future results.