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July 2025 Client Line Newsletter

A Family Affair – a family foundation supports causes that resonate with you and establishes a charitable legacy for future generations.

Beware the Wash Sale Rule – sell securities in which you have a loss and repurchase the assets.

When Should You Start Social Security Benefits – consider these tips to help you make an informed decision.

July 2025 Client Profile

Payroll Taxes Paid by Employer – companies also pay taxes related to employees.

Legal Documents Most Americans Need – these documents will give your family guidance and comfort when they need it most.

July 2025 Question and Answer

Long-Term Disability Insurance – do you think about what life would be like if you could no longer earn a living?

Consider Taxes When Planning for Retirement – one important element of retirement that people often overlook is taxes.

12101 Woodcrest Executive Drive, Suite 300
St. Louis, MO 63141
P: 314-205-2510

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