Articles | Wise Wealth Partners

May 284 min read

Secure Tomorrow, Today: Navigating Estate Planning

Estate planning forces individuals to acknowledge their own mortality and can oftentimes lead to uncomfortable topics

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Apr 153 min read

Trading the Landlord Hat for Tax Benefits: 721 vs. 1031 (alone) Exchanges Explained

tax advantages of 721 exchanges for investors seeking relief from landlord duties, compare them to 1031 exchanges

100 views

Dec 27, 20233 min read

Crafting Financial Resolutions for a Prosperous New Year

As we usher in a new year, it's an opportune time to reflect on our financial habits and set resolutions that can pave the way for a more...

Nov 11, 20232 min read

Max Your Retirement: A Guide to Funding a Solo 401(k)

As a self-employed individual, you have the unique opportunity to take control of your retirement savings through a Solo 401(k) plan....

Oct 16, 20233 min read

Benefits Are Up: Taxation of Social Security Benefits

Per SSA.gov, the Social Security and Supplemental Security Income (SSI) benefits for more than 71 million Americans will increase 3.2...

Sep 10, 20233 min read

Navigating Medicare: Advanced Income Planning Can Shield Premium Surges

In the ever-evolving landscape of personal finance, one of the critical aspects that high net worth individuals must navigate is the...

Aug 25, 20233 min read

The Upside of Down Markets: Understanding Tax Loss Harvesting

This article delves into the intricacies of tax loss harvesting, its advantages, and the rules that govern its application

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Aug 13, 20233 min read

Understanding Tax Services: Individual Tax Return Preparation vs. Tax Planning

Tax planning as it's an integral part of comprehensive financial planning.

26 views

Jan 26, 20221 min read

2022 Outlook: Mid Cycle to Persist, but Goldilocks May Have Left the Building

https://institutional.fidelity.com/app/literature/item/9904758.html

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