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Latest Articles

Retirement

  • How Retirement Spending Changes With Time
  • Understanding Qualified Charitable Distributions
  • Women and Wealth: A Pivot Towards Retirement
  • Roth IRA for Kids
  • AI Tools Changing Retiree Entrepreneurship
  • How Women Can Prepare For Retirement
  • FIRE Retirement
  • Women on the Rise

Investment

  • Are You Ready for Your Portfolio to Make a Difference?
  • Understanding Equity Compensation
  • Pullbacks, Corrections, and Bear Markets
  • The Pros and Cons of an NUA Strategy

Estate

  • And the Executor Is
  • 3 Estate Challenges for Blended Families
  • Trends in Charitable Giving
  • Problems with Probate
  • Four Steps to Valuing an Estate
  • Intellectual Property and Your Estate
  • Estate Strategies of the Rich and Famous
  • How Often Should You Update Your Estate Strategy?
  • Estate Management Checklist
  • A Brief History of Estate Taxes

Insurance

  • The Cost of Medical Care
  • What to Look for in an Extended-Care Policy

Money

  • Saving Early & Letting Time Work for You
  • The Many Ways to Measure Inflation
  • Password Protection Strategies
  • Exploring the Federal Student Grant Program

Tax

  • 2026 Tax Law Changes
  • How Income Taxes Work
  • How to Make the Tax Code Work for You
  • Five Most Overlooked Tax Deductions
  • Understanding Marginal Income Tax Brackets
  • What's My 2026 Tax Bracket?
  • Tax & Estate Strategies for Married LGBTQ+ Couples
  • Filing Final Tax Returns for the Deceased
  • What Do Your Taxes Pay For?
  • Do You Owe The AMT?

Lifestyle

  • Debt Stress
  • Retiring Wild: National Parks and You
  • A Path to Serenity and Smart Money Choices
 

Contact

Office: 513-624-2800

Fax: 513-232-8690

7424 Jager Court

Cincinnati, OH 45230

Series 6, 7, 22, 24, 63

team@larmannfinancial.com

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