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Legacy Next
Futureproofed
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AMC is Futureproofed
Childrens Mercy Is Futureproofed
Resources
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Market Commentary
Blog
FAQ in Under 2 Video Series
FAQ’s
Financial Planning Resources
Contact Us
Client Access
About Us
About Us
Our Values
Our Team
Our Credentials
Who We Serve
What We Do
What We Do
Financial Planning
Investment Management
Employer Solutions
Legacy Next
Futureproofed
Futureproofed
AMC is Futureproofed
Childrens Mercy Is Futureproofed
Resources
Resources
Market Commentary
Blog
FAQ in Under 2 Video Series
FAQ’s
Financial Planning Resources
Contact Us
Category: Taxes
How To Give to Charity From Your IRA Without Paying Taxes
When visiting your CPA at tax time, they probably ask you about any donations you may have made. Afterward, you may hear them talk about...
Why a Big Tax Bill Doesn’t Always Mean Your Investments Performed Well
Kids love surprises. When I was little, I remember how I felt when my parents told me we were going someplace, but it was “a...
The Truth About Tax Brackets
How many times have you been warned to be careful about “pushing yourself into the next tax bracket” as if this might awaken the flying...
5 Reasons You Aren’t Getting a Refund This Year
It’s that time again; when you fret over how much you’ll owe the IRS. Even though your paychecks feel like they’ve been obliterated all year...
5 Reasons Your Business May Need a Trust
Own a business or running your family business? Protecting what you’ve built is key, and a Trust may be just what you need.
Inheriting Money? 5 Smart Things to Remember.
When you inherit a load of money, do you know what to do? Consider these tips.