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Welcome to the Book of Life – Featuring Steve Foldes
Presented by the Foundation of the Greater Miami Jewish Federation and Create a Jewish Legacy Miami
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Talk Your Chart | Gloom in a Booming Economy | Episode 57
Join Brett and Marcos in Episode 57 of Talk Your Chart as they discuss the relevance of high school class rings, explore why Americans are feeling down in an up-economy, and analyze U.S. consumer debt and delinquency trends. Plus, get insights into Cathie Wood’s Ark Fund and the importance of diversification. Tune in for an…
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RMD Essentials: Maximizing Your Retirement Plan
As a business owner, you’re no stranger to making crucial decisions every day. But when it comes to your personal finances, particularly your company retirement plan, you could be leaving money on the table if you’re not optimizing your RMD strategy. Running a business can feel like you have to be a jack of all…
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Preparing for Potential Estate Tax Changes in 2026: Should You Gift Now?
Estate planning is all about preparing for an inherently unknowable future. And when it comes to estate taxes, staying informed is a crucial element in maintaining a comprehensive financial plan. As we look ahead to 2026, potential changes in estate tax laws could have significant implications for many individuals and families. For example, the increased estate…
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Investing in Your Legacy: The Importance of Estate Planning
Estate planning—it’s often a topic people shy away from or put off for another day. Yet, its importance cannot be overstated. Regardless of age or financial status, crafting a solid estate plan is essential for ensuring your wishes are carried out and your loved ones are provided for in the future. Protecting your assets Without…
