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Tag: year end planning

Is Your Business and Wealth Protected? Year-End Strategies for Asset Protection

While celebrating successes is important, as the year draws to a close, this is the perfect time to ask a critical question: Is your wealth truly protected?

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FROM THE CIO’S DESK

05.01.2025 - From equity signals to inflation trends, see what the latest CIO Chartbook means for your financial strategy—key highlights + full report inside.

Beyond Shelters: Why Strategic Structures Preserve Wealth

The Hidden Tax Costs of the Gender Wealth Gap—And How to Fix It

Women are living longer, taking career breaks, and building wealth—but often pay more in taxes over a lifetime. This blog explores why and offers three smart tax strategies to help women investors keep more of what they earn and strengthen their financial future.

LLCs for Life, Not Just Business: A Smarter Way to Safeguard Personal Assets

Owning property or investments in your personal name could expose your wealth to legal risk. That’s why more high-net-worth individuals are turning to LLCs—not for business, but for personal asset protection. Learn how this overlooked strategy could help shield your wealth and support smarter estate planning.

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© 2024. FINLEY DAVIS FINANCIAL GROUP. ALL RIGHTS RESERVED. SITE DESIGN.SECURITIES OFFERED THROUGH LION STREET FINANCIAL, LLC (LSF), MEMBER FINRA, SIPC. INVESTMENT ADVISORY PRODUCTS AND SERVICES OFFERED THROUGH LION STREET ADVISORS, LLC (LSA), AN INVESTMENT ADVISOR REGISTERED WITH THE SEC. LION STREET FINANCIAL, LLC AND LION STREET ADVISORS,LLC DO NOT PROVIDE TAX OR LEGAL ADVICE, AND ARE NOT AFFILIATED WITH FINLEY DAVIS FINANCIAL GROUP INC. REPRESENTATIVES MAY TRANSACT BUSINESS, WHICH INCLUDES OFFERING PRODUCTS AND SERVICES AND/OR RESPONDING TO INQUIRIES, ONLY INSTATE(S) IN WHICH THEY ARE PROPERLY REGISTERED AND/OR LICENSED.
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