Financial Poise

Articles tagged: Taxes

Where Should You Retire? The Best and Worst States for Retirees

There are many factors to consider when determining the best state for retirement. We outline the top contenders.

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Multi-Generational Tax Strategy for High Net Worth Families

To protect wealth for future generations, high-net-worth families shoud consider private placement variable annuities in their estate planning tax strategy.

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Tax Cut and Jobs Act: Expectations Met and Unrealized

Expectations were high for the Tax Cut and Jobs Act in 2017. Were those expectations met? How the tax reform actually affects you and your business in 2023.

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The New Normal and the Importance of Trade Credit

The demand for trade credit insurance won’t go back to pre-COVID norms. Learn the importance of trade credit for your customers and business.

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In Wake of Tax Reform, Private Placement Life Insurance Has a Rising Role

Trump’s tax reforms eased tax rates on America’s wealthiest, which means opportunities in the private placement life insurance marketplace.

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What Do Trump Tariffs Mean for the Economy and Investors?

Recently imposed Trump tariffs are expected to negatively affect the economy. What do these tariffs mean, and how will investors be impacted?

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