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Are You Prepared for an Estate Tax Sunset?
The higher estate tax limit provided as part of the Tax Cuts and Jobs Act is due to sunset in 2025.

Sam Lingo
Nov 6, 20242 min read


5 Financial Items To Complete Before Year End
Year-end is a great time to ensure your financial strategy is in order, so you can enter the new year with confidence.

Sam Lingo
Oct 16, 20244 min read


How can greater financial confidence help you?
What is financial confidence? Part of emotional confidence is your sense of self and your belief that you have the qualities you need to...

Sam Lingo
Jun 19, 20243 min read


Pay it Forward and Help Improve Someone's Financial Life
Help improve someone's financial life through an introduction to Sam Lingo.

Sam Lingo
May 16, 20241 min read


Safeguarding Your Future: Sam Lingo's Comprehensive Financial Planning
Sam Lingo is an experienced financial advisor that uses The Living Balance Sheet & life insurance to create comprehensive financial plans.

Sam Lingo
Apr 15, 20241 min read


Empowering Your Wealth: Sam Lingo's Financial Strategies
Navigating the intricate world of finance can be a daunting task, especially when it comes to securing your financial future. That's...

Sam Lingo
Apr 15, 20242 min read
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