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Protecting Wealth and Well-Being: Planning for Cognitive Decline

Protecting Wealth and Well-Being: Planning for Cognitive Decline

by Jacob Millican | Mar 12, 2025 | Financial Planning, Retirement

Aging is an inevitable part of life, and with it comes the possibility of cognitive decline. While it’s not an easy topic to discuss, families who plan ahead can prevent unnecessary stress, financial mismanagement, and emotional turmoil. Whether you’re looking out for...
Finding the Income Sweet Spot: Navigating the Medicare Premium Puzzle

Finding the Income Sweet Spot: Navigating the Medicare Premium Puzzle

by Jacob Millican | Apr 15, 2024 | Financial Planning, Retirement, Taxes

The concept of the “income sweet spot” in retirement planning is crucial for optimizing financial health, especially as it relates to managing healthcare costs. This sweet spot essentially refers to the amount of retirement income one can have before...
Navigating Tax-Smart Giving in 2024: A Guide for Philanthropic Conversations

Navigating Tax-Smart Giving in 2024: A Guide for Philanthropic Conversations

by Jacob Millican | Apr 1, 2024 | Financial Planning, Retirement, Taxes

As we tread into the tax season, reflecting on the past year’s fiscal strategies becomes a priority for many. Specifically, the realm of charitable giving, coupled with astute tax planning, offers a fertile ground for reducing tax liabilities while supporting...
Optimal Tax Strategies for Capital Gains: Navigating 1031 Exchanges, DSTs, and Opportunity Zones

Optimal Tax Strategies for Capital Gains: Navigating 1031 Exchanges, DSTs, and Opportunity Zones

by Jacob Millican | Mar 5, 2024 | Financial Planning, Investment, Small Business, Taxes

In the realm of selling business assets or real estate, capital gains tax strategies play a pivotal role in maximizing financial outcomes. The tax levied on the profit from these sales can significantly impact your investment’s profitability. However, leveraging...
Investment Case Study: Protection and Upside

Investment Case Study: Protection and Upside

by Jacob Millican | Nov 30, 2023 | Financial Planning, Investment, Taxes

Please visit our YouTube page to follow our channel with videos about the markets, investments, and financial planning. Get your FREE retirement assessment. Free Assessment This content is developed from sources believed to be providing accurate information. It may...
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