It is vital to understand how different generations define wealth and the responsibilities that go with it. One of the most important services I provide, in addition to coaching on finance, estate planning, and investing, is facilitating cross-generational conversations about what it means to have wealth, and especially about what it means to use wealth wisely.

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SALT Deduction Changes
SALT deduction changes are officially on the horizon. Starting in 2025, the SALT (state and local tax) deduction cap will increase from $10K to $40K