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Home
My Journey
You Come First
Services
Financial Planning
Tax Planning
Estate Planning
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Investment Consulting
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Resources
Financial Planning Blog
Contact
Client Login
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bpreston
2024-06-13T02:47:48+00:00
Social Security and Taxes: How to Reduce Your Taxable Benefits
July 2, 2025
Financial Planning
6 min
Legacy Giving: How to Make a Difference While Lowering Estate Taxes
July 2, 2025
Financial Planning
4 min
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The Benefits of Financial Advisor Expertise in Choosing P&C Insurance
August 19, 2024
Financial Planning
5 min
Tax Benefits of College Savings Plans: How Financial Advisors Can Help You Save More
August 5, 2024
Financial Planning
4 min
Generation-Skipping Transfer Tax Planning: Protecting Your Legacy
August 5, 2024
Financial Planning
4 min
Use Trusts to Reduce Estate Taxes
June 27, 2024
Financial Planning
5 min
Rebalancing Your Portfolio: Why, When, and How to Do It
June 27, 2024
Financial Planning
5 min
Minimize Taxes on Retirement Income with Evidence-Based Planning
May 10, 2024
Financial Planning
7 min
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