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Join date: Jan 23, 2021
Posts (39)
Jul 10, 2025 ∙ 2 min
The One Big Beautiful Bill: What It Means for High-Income Investors, Pre‑Retirees, Retirees & Business Owners
On July 4, 2025, President Trump signed into law the One Big Beautiful Bill Act . This expansive legislation encompasses tax reform,...
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Jun 13, 2025 ∙ 2 min
Insurance as an Asset: A Smart Strategy for High-Net-Worth Individuals
For affluent individuals focused on preserving wealth across generations, insurance is more than just a safety net—it’s a strategic...
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May 16, 2025 ∙ 2 min
Whole Life Insurance: A Strategic Tool for Wealth Protection and Legacy Planning
Whole life insurance is more than just a safety net—it’s a versatile financial tool that offers stability, liquidity, and long-term...
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