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BlogTax Minimization StrategiesWealth Management

Caregiver’s Guide: How to Financially Support Adult Dependents

By PeninsulaWealth | Nov 14, 2022 | 0 Comments

Whether you’re caring for aging parents, a disabled family member, or an adult child, you know how challenging, yet rewarding, the work can be. The fact is, supporting an adult dependent can put a significant strain on your finances, especially if you’re relying on...

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BlogEstate and Legacy PlanningTax Minimization StrategiesWealth Management

Funding Your Child’s Education

By PeninsulaWealth | Sep 28, 2022 | 0 Comments

When it comes to saving for your child’s education, the earlier you can start, the easier it will be to reach your goal. A modest contribution today could amount to a larger sum by the time your child is ready for school. Let’s take a closer look at a few of the different education savings plans available to you.

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BlogTax Minimization Strategies

How Taxes & Financial Planning Go Hand in Hand

By PeninsulaWealth | Apr 13, 2021 | 0 Comments

For many, taxes and financial planning seem like separate spheres of money management. But in reality, your financial plan and your taxes are very linked. Almost every financial decision you make will have a tax impact, especially those tied to your long term...

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BlogTax Minimization Strategies

The Estate Tax Exemption & The Rule of 72

By PeninsulaWealth | Dec 9, 2019 | 0 Comments

There are a number of strategies that can help minimize the tax burden on your heirs and protect your legacy including various gifting and charitable trust strategies. Let's review these strategies.

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BlogTax Minimization Strategies

Year End Tax Reminders

By PeninsulaWealth | Dec 2, 2019 | 0 Comments

Tax season may seem like the distant future but it will be here before you know it! Here are some key steps you can take now to set yourself up for success when it comes to your taxes.

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This website is a publication of Peninsula Wealth, LLC. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto. Peninsula Wealth, LLC is registered as an investment advisor with the Securities Exchange Commission. Peninsula Wealth, LLC only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

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