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On January 5, 2025, as one of his last acts before leaving office, President Biden signed into law the Social Security Fairness Act of 2023.
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A common question financial advisors hear is, “How can I pass on more of my wealth without losing a significant portion to taxes?” The answer
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As the year winds down and the holiday hustle begins, it’s easy to get caught up in the frenzy of end-of-year plans. But before you