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Logisyn Education Series

Introducing the Logisyn Education Series

September 29, 2021

If you are a business owner, you know that eventually you will have to create an exit plan for your business, whether that will involve an outside buyer, a transition to family, or another type of plan. Your overall well being is more than just the value of your company or the sale price you …

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American Families Plan

The Impact of the American Families Plan

September 20, 2021

​​The House Ways and Means Committee released initial legislative language containing changes to many areas of tax law on Monday, September 13th.  The resolution is over 800 pages and is intended to cover the American Families Plan, which President Biden revealed last April. Negotiations within the Democratic party will almost certainly lead to changes in …

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Manage, Grow, and Sell Your Business

June 17, 2021

At Strategies Wealth Advisors, our team of professional advisors has the knowledge and experience to help guide business owners through each stage of ownership and development, from startup, to growth, to sale, and beyond.  Guiding a business to success is challenging. We are passionate about serving business owners because they are the backbone of our …

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Manage and Pass on Your Estate

June 17, 2021

You built your estate with your time, energy, and talent. You want to decide what happens to it.  It’s natural to want to be able to pass on what you built to the people you love without interference from other people or the IRS. Estate planning is complex, however, because its goal is to bypass …

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Personalized Investment Strategies for You

June 17, 2021

You’ve worked hard to create your wealth, and now you would like to invest it in a way that will make your future plans achievable. This is a wonderful goal, but the investment landscape is often confusing or intimidating for those who are unfamiliar with investing. The ups and downs of the market can be …

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