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Tax Planning and Wealth Preservation

Tax planning and wealth preservation are critical aspects of managing the financial affairs of high net worth individuals (HNWIs). Proper tax planning can help minimize tax liabilities and protect accumulated wealth. Here are some insights into legal and strategic methods to achieve these objectives: Tax-Efficient Investment Strategies: Invest in tax-efficient assets like tax-free municipal bonds […]

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Adapting to Changing Times: Why Reviewing Your Coverage Limits is Crucial

The world around us is rapidly changing and that means your insurance coverage should do the same. Life and circumstances change and you want to ensure your insurance keeps you covered through those changes. Reviewing your coverage limits periodically ensures that you have the appropriate protection in place.  Keep Up with New Risks While the […]

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Cyber Security Tips for Businesses and Personal Use

Cybersecurity has never been more important than it is now. As we spend more time online, we’re often creating and sharing more of our personal data. And if this data falls into the wrong hands, private and financial information could be at risk. So, for businesses and individuals alike, protecting sensitive data is critical. Use […]

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Winter Storm Weather Preparation

Before the weather outside becomes frightful, use this checklist to prepare for a winter storm. Food and water Water — at least a three-day supply; one gallon per person, per day Food — at least a three-day supply of non-perishable, high-energy, easy-to-prepare foods Baby formula and food Pet food TIP #1 – Set your refrigerator […]

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Fire safety on the job-site: Back to basics

Fire prevention and safety education is vital within every workplace. Regular drills, emergency training, and fire hazard awareness are accepted practices for offices, warehouses, and factories. The construction site, however, is a unique workplace setting with innately high fire risk—and potentially significant devastation. Michael Faith, Risk Management Consultant at Builders Mutual and a Certified Fire […]