U.S. Asset Management

High Net Worth Resources
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High Net Worth Resources

Losing Money AND Paying Taxes? There may be a better way

CPA’s listen up!  As you begin preparing tax returns, some of your clients may have lost money last year but still owe capital gains taxes …

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enough to retire?
High Net Worth Resources

Do I have enough to retire?

“How do you think we’re doing for people our age?” This is the question I’m often asked when interviewing a client to construct their financial …

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Smarter Strategies
High Net Worth Resources

Smarter Strategies When You Sell Your Business

Over the years, I have helped several business owners with financial planning and investment issues involved in the sale of their business. While everyone has …

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High Net Worth Resources

Bourbon & Baubles

Join us for an EXCLUSIVE Event where we will taste a rare bourbon – Old Rip Van Winkle 10 year.  RSVP to Karen Karl at …

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High Net Worth Resources

Retirement Planning Success

Listen to a brief story of a couple who retired and did not know if they had enough money to maintain their lifestyle.

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High Net Worth Resources

Estate Tax Reduction

Listen to a brief story about a client who wanted to eliminate estate taxes and support her family and support favorite charities now and after …

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