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Estate planning is an often complex financial process that nearly all investors should consider. It includes reviewing legal and tax implications, investment strategies and personal questions to ensure your estate is set up efficiently. As we ring in 2024, let’s look at some of the most important estate planning documents you should have prepared. Wills…
What you should know. The Inflation Reduction Act *quick note: items in this bill won’t have an impact on inflation for years to come Tackling Climate Change Electric Vehicle Credits – for New and Used vehicles. Homeowner’s Credits – includes heat pump water heaters, heat pump systems for heating, HVAC, and upgrading solar panels and…
Keith Weiss CFP® 