Leveraging Charitable Deductions for Mitigating Taxes and Increasing Cash Flow
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Leveraging Charitable Deductions for Mitigating Taxes and Increasing Cash Flow

by James A. Lavorgna, J.D., LLM, CFP, TMBCP Many charitable tax strategies are used to mitigate taxes but two  have been a favorite of mine for some time. They are the reversionary charitable lead trust and the charitable bargain sale. Here are just a couple of stories about the everyday uses of these strategies. Tax…

3 Important Questions for Filing a Homeowners Insurance Claim
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3 Important Questions for Filing a Homeowners Insurance Claim

by Lyle Sprung, Agent for Goosehead Insurance “Should I file an insurance claim on my homeowners insurance policy?“ This is one of the most frequent questions I get as an insurance agent. It is a topic that I could write 20,000 words about and still not be able to cover everything.  Before we get into…

Financial Anxiety? Say No More! Your 2024 Financial New Year’s Resolution

Financial Anxiety? Say No More! Your 2024 Financial New Year’s Resolution

 · Are you part of the nearly 50% of Americans making a 2024 financial New Year’s Resolution? Here’s the thing – what you may be choosing as your financial New Year’s Resolution may not be what will actually improve your finances this year. What if Your Strategy is Causing Your Financial Anxiety? If I had…