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Valley Wealth Group | Jan 31, 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?
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Valley Wealth Group | Jan 17, 2025

Take Control of Your Family Life Now.

Family
Lifestyle
Life is hectic. Between work, family, and extracurricular schedules you may find it too much to handle. Here are some tips to start balancing your family life.
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Valley Wealth Group | Jan 13, 2025

Outlook 2025: Pragmatic Optimism By LPL Financial Research

Finance
Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again.
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Valley Wealth Group | Jan 10, 2025

Seeking a More Fulfilling Life? Create a Plan.

Lifestyle
Family
We all know there is more to life than work. We know balance is key to managing stress, being productive, and finding happiness. But finding the time to get
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Valley Wealth Group | Jan 6, 2025

The Latest Trends in Home Spas

Lifestyle
A high-end home spa is a luxurious addition to any home. The latest trends create home spa environments that rival those at the finest hotels.
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Valley Wealth Group | Dec 23, 2024

Can I Create a Roth if I’m Over the Income Limit?

Retirement
Yes, you might be able to create a Roth individual retirement account (IRA) if you’re over the income limit. This strategy involves converting a traditional IRA
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Valley Wealth Group | Dec 13, 2024

No Spoiled Kids Here: How to Teach Kids the Value of Money

Savings
Family
Wealthy parents may often worry about spoiling their kids. You can afford to be generous but still educate your children about the value of money. Resolve to
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Valley Wealth Group | Dec 4, 2024

Understanding Qualified Charitable Distributions (QCDs)

Retirement
Family
As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor. Qualified Charitable Distributions (QCDs) can
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Image of two hands against a white background. One of the hands is passing a black paper heart to the other one
Valley Wealth Group | Dec 3, 2024

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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Valley Wealth Group | Nov 29, 2024

Be a Charitable Role Model for Your Children

Family
Lifestyle
You can set a powerful example for your children by having them participate in your charitable giving plans. Work with them to identify causes they feel
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Kelly Handy | Nov 25, 2024

Steps You Can Take to Protect Your Identity

Privacy
Investments
Identity theft is a reality in the digital age. You can take steps to protect yourself, but if you don’t, you might suffer major consequences.
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Valley Wealth Group | Nov 25, 2024

Talking to Your Family About Your Retirement Wishes

Retirement
Family
Lifestyle
Talking to Your Family about Your Retirement Wishes: As your retirement approaches, it’s important to speak with close family members about important financial
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