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How to Reduce Auto Insurance Costs & Stay Covered | Trinity, FL

Auto insurance, although not required in all states, generally covers cars and people against more than just accidents. Read tips from a financial professional to see how you can save and stay covered!
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5 Ways a Financial Professional Could Be a Small-Business Owner's Friend | FL

As a business owner, you may assume you do not need professional financial advice until you hit certain milestones such as $1 million in sales, having ten employees, or some other tangible measure. However, financial professionals may benefit small-business owners no matter what the stage of their business.
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You started a business: Now what? | CarriageGate Wealth | Trinity, FL

You started a business, took the initial steps to build a foundation, and are now working to grow and expand your customer base. What are the next steps to take? Here are five suggestions from a financial advisor.
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You want to start a business? Now what? | CarriageGate Wealth | Trinity, FL

Starting a new business is no small feat. It involves several of steps, from the early planning stages to filling out the necessary legal documents. Here are 10 steps from a financial advisor to consider when starting a new business.
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10 Questions to Help Families Prepare for a Wealth Transfer | Trinity, FL

Wealth transfer is more than just a financial transaction; it's an opportunity for families to pass on their values, wisdom, and a legacy of love. Navigating this process requires careful consideration, open communication, and a shared commitment to preserving family unity. Here are ten essential questions to ask, as recommended from a financial advisor.
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CarriageGate Wealth Management 2023-2024 Tax Guide

Feeling stressed about tax season approaching? We are your Tax Planning HQ. Read our 2023-2024 Tax Guide here for valuable information about this year's tax season from our financial advisor!
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Protecting Your Tax Identity Doesn't Have to Be Taxing

When you think of identity theft, you may think of unauthorized credit card payments or new lines of credit. However, tax identity theft is one of the most common types of identity theft — and it’s also the most common fraud attempt during tax filing season. Here are tips from a financial advisor on how to avoid it.
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6 Business Goals for a Prosperous New Year

The new year is fast approaching, and it is the perfect time to set up resolutions for your business. Whether you want to increase your sales, gather a more extensive customer base, or just accomplish needed business improvements, below are a few goals from a financial advisor to help you get started.
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5 Financial Bad Habits to Cut This Year

When it comes to financial bad habits, the most common are well known. But what happens once you’ve implemented this advice and still aren’t getting ahead? Here are five financial bad habits to look at, as told by a financial advisor.
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Outlook 2024: A Turning Point

A Turning Point provides insight and analysis into next year’s opportunities and. We understand that making progress toward financial goals requires a strong plan. This report, combined with guidance from a financial advisor, will help position investors for 2024.
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Your Year-End Estate Planning Guide: An 8-Step Checklist | CarriageGate Wealth

Have you updated and reviewed your estate plan to stay aligned with your long-term financial goals? Here is an eight-step year-end estate planning checklist to help you organize and prioritize your estate planning strategy.
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Your Year-End Financial Checklist | CarriageGate Wealth | Trinity, FL

Do you want to feel prepared going into 2024? Download our year-end financial checklist today. Remember, please reach out if there is anything our financial advisor can do to help you with your financial plan! Download our checklist here: 
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Tax Planning for the Self-Employed | CarriageGate Wealth | Trinity, FL

Are you a business owner with a tax plan? At CarriageGate Wealth Management, we can help you implement the perfect tax plan for your business. Read more on why you should understand the self-employment tax and also be aware of certain tax planning opportunities.
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