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Monthly Archive for: "July, 2018"
Home » Archives for July 2018
 How to Finesse Finances with Your Spouse
0
By cirruswealth
In Interview Coverage
Posted July 20, 2018

How to Finesse Finances with Your Spouse

Joe Heider, president of Cirrus Wealth Management, is included in Maryalene LaPonsie’s U.S. News & World Report article discussing how couples can discuss finances with each other. [...]

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 Yes, you still need an estate plan
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By Joe Heider
In Blog
Posted July 19, 2018

Yes, you still need an estate plan

As a result of massive changes in tax laws in 2018, 99.9 percent of Americans don’t need to worry about estate taxes. Since most states have done away with inheritance taxes, the tax-efficient [...]

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 How to protect your finances while vacationing abroad
0
By Joe Heider
In Blog
Posted July 10, 2018

How to protect your finances while vacationing abroad

With summer in full swing, it’s that time of year when many workers take extended time off for family vacations abroad. Although these trips are meant to help you unwind and have a good time, it [...]

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