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Year-End Thoughts, Taxes, and Gifting
As we close out 2025, it’s the perfect time to review strategies that can make a big impact on your financial future.
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Day One at our new firm, Regency Capital Management Inc.
To state the obvious, 2020 was a year like no other. For me, in addition to dealing with a historic pandemic and wild, bipolar stock market—I turned 40. The birthday milestone with a Covid crisis predictably meant a lot reflection, contemplation, and circumspection.
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