When investing in your child’s future, it is important to...
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THE LITTLE CPA BLOG: GENERATIONAL WEALTH
The Power of Charitable Remainder Trusts (CRTs) in High-Interest Rate Environments
Discover how CRTs offer tax advantages, efficient wealth transfer, and...
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Is Infinite Banking a Scam?
Infinite banking has caused some serious division among financial influencers....
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7 Things to Know About Term and Permanent Life Insurance
Not sure if term or permanent life insurance is right...
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Bruce’s Beach: Lessons in Black Generational Wealth
After a long, hard-fought, public campaign to return Bruce’s Beach...
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Investing with a Roth IRA: Benefits, Rules and More
A Roth IRA is one of the most powerful investment...
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