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Capital Gains Tax: What Every Florida Investor Should Know
If you’re investing—whether in stocks, real estate, or even cryptocurrency—there’s one four-letter word you need to keep in mind: tax. Specifically, capital gains tax. As a financial advisor working with clients across Florida—from retirees in Naples to young...
Gifting Wealth While You’re Alive: Pros and Cons
When people think about passing on wealth, they often imagine it happening after they’re gone. But what if I told you that gifting wealth during your lifetime might be one of the most powerful financial and emotional moves you can make? Whether you live in Boca...
Bonds vs. Stocks: Which Should You Prioritize in Today’s Market?
If you’re an investor in Florida wondering where to put your money right now—stocks or bonds—you’re not alone. I’ve had this conversation with countless clients from Naples to Jacksonville, especially in today’s uncertain economy. Rising interest rates, inflation...
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