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The Benefits of Donating to Charity

The last few years have shown that the U.S. is truly a country of givers. Charitable contributions have been increasing

Jordan Dechtman / March 25, 2021
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529 vs. ESA – What You Need to Know

The costs to go to college have been increasing steadily for the past two decades. From 2001 to 2021, the

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What is a Retirement Trust?

Retirement assets take a lifetime to build and, for many of our clients, it represents one of their most considerable

Jordan Dechtman / March 2, 2021
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Which States Have Inheritance tax

Which States Have an Inheritance Tax? [2021]

Inheritance tax is a state-based tax on assets that you inherit from someone else who has passed away. The person

Dechtman Wealth Management / February 23, 2021
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difference between revocable & irrevocable trust

What’s the Difference Between a Revocable Trust and an Irrevocable Trust?

When it comes to planning your estate, you have access to many tools that can help you cobble together a

Jordan Dechtman / February 5, 2021
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What to do With a $500K Inheritance

While being on the receiving end of a financial windfall should be a blessing, for too many inheritors, it’s often

Jordan Dechtman / December 29, 2020
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4 Big Retirement Mistakes to Avoid

Retirement is a big deal. Being able to retire in comfort takes years of planning and saving. Do you know

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Year-End Financial Planning Checklist

Your Year-End Financial Planning Checklist

As 2020 comes to a close, we are about to close the book on a challenging year. If there is

Jordan Dechtman / November 30, 2020
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Financial Planning Tips Blog

15 Financial Planning Tips To Increase Long-Term Wealth

While having a high income certainly helps to build wealth, creating wealth that you can rely on for years to

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