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Designing, building and protecting a plan requires an integrated approach across many life and financial areas. Key moments across each phase can impact a client's long-term success -- several of whichpresent opportunities for professionals to work together. This approach can enhance the client experience while potentially delivering better outcomes.

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Beacon Wealth Solutions, LLC

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Are you the 'better' half? (Shah Plan-It 5-23-23)

In this May 2020 Investor Update, Advisor & Attorney Neel Shah will not only update you on the state of current markets, but also share planning ideas & strategies to consider.

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4 "Death" Tax rules in 10 minutes you should know (SPi 5-16-23)

In this May 2020 Investor Update, Advisor & Attorney Neel Shah will not only update you on the state of current markets, but also share planning ideas & strategies to consider.

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What you need to know about OUR move & YOUR move! (Shah Plan-It 5-1-23)

In this May 2020 Investor Update, Advisor & Attorney Neel Shah will not only update you on the state of current markets, but also share planning ideas & strategies to consider.

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Avoid This Biggest Mistake After Filing Taxes (Shah Plan-It 4-25-23)

In this May 2020 Investor Update, Advisor & Attorney Neel Shah will not only update you on the state of current markets, but also share planning ideas & strategies to consider.

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Must-Do Planning: Young adult Children (Shah Plan-It 4-18-23)

In this May 2020 Investor Update, Advisor & Attorney Neel Shah will not only update you on the state of current markets, but also share planning ideas & strategies to consider.

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Quarterly Economic UpdateFree Download