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The Power of Open Dialogue: Money, Trust, and Legacy Planning with Dr. George James (Ep. 5)
Conversations about money, family, and purpose can be the hardest ones to have, yet they’re often the most important. In this episode of The Planning Perspectives Podcast, hosts…
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The Hidden Truth: Your Tax Strategy IS Your Cash Flow Strategy
One of the basic tenets of the U.S. Internal Revenue Code is that everything has a cost, even if it’s not immediate. With few exceptions, all income gets…



















