Reflections on Paris

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We wish we could be boring you with our standard warnings about the usual outpouring of global news that never ends, and how important it is to stay the course, at least with respect to your investment activities. However, the last few days have been anything but typical.

It’s been four days since the lights of Paris went dim. Unfortunately, whether days, weeks or years pass – and no matter what we continue to say, learn or do ...

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Family Fire Side Discussions

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Whether it’s Thanksgiving, gathering for a family reunion, a birthday celebration, or simply being there for one another during difficult times, family traditions are the backbone that strengthens our most important relationships. Tobin Investment Planning LLC would like to invite you to begin a new and important family tradition: a family discussion about wealth planning.

Family Discussion about Wealth Planning

Carving out time to hold candid conversations is where it all begins ….

Foremost, family wealth planning discussions are where ...

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5 Smart Year-End Tax Strategies

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If you manage tax planning through a holistic wealth management approach and look at a multi-year financial projection; it tends to uncover trends and opportunities to reduce your tax exposure. While the general rule in tax planning is to defer income and accelerate deductions, holistic planning will help you uncover additional opportunities for tax savings and enhance your overall financial plan.

TIP: Make sure your advisors are all playing with the same tax efficient ...

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