Shawn Steel, J.D., CFP®

Charitable Giving, Estate

Does It Matter Which Assets You Leave to Charity?

Estate planning can seem complicated, and trying to decide what to leave to charity and what to...
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Tax, Retirement

Is Your Retirement Savings a Ticking Tax Bomb?

Whether you are an executive, professional, entrepreneur, or busy raising a family, there is...
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Generational Wealth Planning

Simple Steps for Generational Wealth and Families

Creating wealth for generations to come is the ultimate dream for many investors. Turning that...
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