Estate & Legacy Planning
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Tax-Friendly States for Retirees: Best for High-Income
- September 18, 2025
- Category: Estate & Legacy Planning, Retirement Tax Planning, State & Local Tax Strategy
Tax-Friendly States for Retirees: Best Options for High-Income Households Executive Summary: Where you live in retirement can quietly add or subtract six figures from your lifetime tax bill. This guide highlights the most tax-friendly states for retirees, flags common “gotchas” for high earners (capital gains, estate and inheritance taxes, and property-tax rules), and gives you
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Should I continue investing aggressively?
- September 12, 2025
- Category: Estate & Legacy Planning, Retirement Investing
Should I continue investing aggressively if I won’t spend all my wealth? Many retirees with substantial savings face an unusual choice. If you know you will never spend all your wealth, should you keep investing aggressively in retirement, shift toward balance, or focus on preservation? The best answer depends on your goals, your tolerance for