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Tax Guides
Investment Strategies
Wealth Planning
Financial Products
Giovanni Medeiros
Giovanni Medeiros
Posts by Giovanni Medeiros
Incorporate municipal bonds to reduce tax exposure
06/01/2025
Contribute to a traditional IRA to lower taxable income
05/31/2025
Research robo-advisors to automate your long-term strategy
05/29/2025
Use flexible spending accounts before year-end deadlines
05/26/2025
Avoid overconcentration by checking correlation across holdings
05/26/2025
Buy treasury bills as a low-risk short-term investment
05/24/2025
A line of credit offers flexibility for unexpected expenses
05/13/2025
Understand the taxation of dividends vs. interest income
05/10/2025
Create tiers of goals for wealth creation, protection, and transfer
05/06/2025
Defer income strategically across tax years
05/05/2025
Check if your employer offers a 401(k) match opportunity
04/24/2025
Ensure your financial plan matches your estate plan
04/22/2025
Use gifting strategies to reduce your taxable estate
04/19/2025
Plan charitable donations for maximum deduction value
04/19/2025
Use tax-advantaged accounts like HSAs and 401(k)s
04/17/2025
Limit emotional investing by automating your contributions
04/17/2025
Track business expenses throughout the year, not just at tax time
04/14/2025
Factor tax efficiency into every wealth transfer
04/14/2025
Invest with a long-term thesis, not short-term headlines
04/12/2025
Organize estate documents well before they’re needed
04/10/2025
Bundle insurance policies to reduce total premiums
03/29/2025
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