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Stay informed about your financial health
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Tax Strategies for Wealth Accumulation: Tips You Can’t Ignore
One of our primary goals is to help our clients retain more of their earnings and grow their investments. One of the most effective ways to achieve this is through smart tax strategies. Understanding and implementing these strategies can significantly impact wealth...
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Your 2024 Year-End Financial Planning Checklist
As the year winds down, it’s the perfect time to review your financial plans and make any final adjustments. Small steps now can lead to a stronger financial outlook in 2025 and beyond. Here’s a checklist to help you stay on course: 1. Review Your Investment...
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Strategic Philanthropy: Maximizing Impact and Tax Benefits
Philanthropy is not just about giving; it’s about giving wisely. As you contemplate your philanthropic strategy, understanding how to maximize both the impact of your giving and the associated tax benefits can help you achieve your goals while enhancing your financial plan.
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Jerrí Hewett Miller CFP®, RICP, BFA
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WEALTH HORIZON INC.
Office: (770) 840-8440
Email: lynn@wealthhorizoninc.com
Email: dan@wealthhorizoninc.com
Email: jerrí@wealthhorizoninc.com
200 Ashford Center North, Suite 400
Atlanta, GA 30338