MIRUS Financial Partners

Charitable giving allows you to make a meaningful impact while also complementing your estate planning goals. In addition to its social value, charitable deductions may help reduce federal gift and estate taxes. Click here to learn more. https://ow.ly/pT7x50TWk66

Sudden wealth can be a double-edged sword—many who come into large sums of money end up losing it quickly. If you've recently come into a windfall, don't let it slip away. Discover practical strategies to safeguard your newfound fortune and make it last: https://ow.ly/UV4k50TWk0p

Combining philanthropy with smart financial planning offers unique rewards. Donating property to a qualified charity can reduce your tax burden while supporting causes you care about. https://ow.ly/FvhV50TWjUf

Looking for a way to balance market-linked growth with the stability of a guaranteed minimum interest rate? Indexed Universal Life (IUL) insurance could be a smart addition to your financial strategy. Click here to learn if this type of insurance fits into your financial plan. https://ow.ly/v73850TWjRk

The countdown to retirement starts to feel real in your 50s, making it the perfect time to review your financial strategy. Small adjustments now can lead to smoother golden years ahead. See how you can optimize your plan and prepare for what’s next. Click here to learn more. https://ow.ly/Ho7150TWjP1

There are several types of retirement plans to choose from, and each type of plan has advantages and disadvantages. The law may permit you to have more than one retirement plan, and with sophisticated planning, a combination of plans might best suit your business's needs. Click here to learn more. https://ow.ly/AuZ650TWjFq

Repositioning an investment portfolio involves strategically adjusting your investments to reflect these changes. This process can help keep your financial plan on track, but it’s important to understand the benefits, the risks, and when it makes sense to consider this strategy. Click here to learn more. https://ow.ly/EIFI50TWiGm

Whether you’re a seasoned investor or new to investing, tax loss harvesting offers a way to make market volatility work in your favor. We dive into how tax loss harvesting works and how it can benefit your investments. Click here to learn more. https://ow.ly/tgeS50TWiAk

Get ready for a spooktacular night! Wishing everyone a happy Halloween filled with fun, treats, and just the right amount of fright!

You might think that estate planning is for older folks, but there are smart tasks to tackle at every age to ensure you, your family, and your loved ones are considered and protected in every situation. https://ow.ly/mLPm50TALhc