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Articles

Nick Backe | Apr 3, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

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Nick Backe | Mar 27, 2025

5 Tax-Saving Strategies to Keep More of Your Money

Tax Planning
Retirement

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where

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Nick Backe | Mar 20, 2025

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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Nick Backe | Mar 13, 2025

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Nick Backe | Mar 6, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet

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Nick Backe | Feb 27, 2025

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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Nick Backe | Feb 20, 2025

How to Stay Invested in Volatile Markets Without Losing Sleep

Investments
Risk Management
Savings

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the

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Nick Backe | Feb 13, 2025

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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Nick Backe | Feb 6, 2025

From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices

Lifestyle

What financial habits have helped you most in life?

Which ones have held you back?

No matter how you answer those questions, your money habits have a lot to do

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Nick Backe | Jan 30, 2025

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Nick Backe | Jan 23, 2025

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning
Investments
Retirement
Estate Planning
Real Estate

What does it take to minimize your tax bill, not just this year but in the years to come?

The answer varies for each individual. Tax optimization strategies

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Nick Backe | Jan 16, 2025

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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