News – Slaten Wealth Management

Holiday Giving That Gives Back: Tax-Smart Charitable Strategies
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Holiday Giving That Gives Back: Tax-Smart Charitable Strategies

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Holiday Giving That Gives Back: Tax-Smart Charitable Strategies

Ethan Robinson2025-12-15T18:20:02+00:00

Holiday Giving That Gives Back: Tax-Smart Charitable StrategiesEthan Robinson2025-12-15T18:20:02+00:00

Year-End Life Insurance Checkup: The Four Factor Test
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Year-End Life Insurance Checkup: The Four Factor Test

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Year-End Life Insurance Checkup: The Four Factor Test

Ethan Robinson2025-12-11T21:55:48+00:00

Year-End Life Insurance Checkup: The Four Factor TestEthan Robinson2025-12-11T21:55:48+00:00

December Deadlines That Matter: Universal Year-End Financial Tasks
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December Deadlines That Matter: Universal Year-End Financial Tasks

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December Deadlines That Matter: Universal Year-End Financial Tasks

Ethan Robinson2025-12-09T21:41:45+00:00

December Deadlines That Matter: Universal Year-End Financial TasksEthan Robinson2025-12-09T21:41:45+00:00

Tips For Prepping for the Upcoming Tax Season
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Tips For Prepping for the Upcoming Tax Season

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Tips For Prepping for the Upcoming Tax Season

Ethan Robinson2025-10-30T21:36:54+00:00

Tips For Prepping for the Upcoming Tax SeasonEthan Robinson2025-10-30T21:36:54+00:00

November Rate Watch: How Interest Changes Affect Annuity Decisions
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November Rate Watch: How Interest Changes Affect Annuity Decisions

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November Rate Watch: How Interest Changes Affect Annuity Decisions

Ethan Robinson2025-10-30T21:36:38+00:00

November Rate Watch: How Interest Changes Affect Annuity DecisionsEthan Robinson2025-10-30T21:36:38+00:00

Veterans Day Financial Benefits Review: Insurance and Tax Strategies
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Veterans Day Financial Benefits Review: Insurance and Tax Strategies

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Veterans Day Financial Benefits Review: Insurance and Tax Strategies

Ethan Robinson2025-10-30T21:36:22+00:00

Veterans Day Financial Benefits Review: Insurance and Tax StrategiesEthan Robinson2025-10-30T21:36:22+00:00

National Caregivers Appreciation Month: Improving Lives and Communities
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National Caregivers Appreciation Month: Improving Lives and Communities

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National Caregivers Appreciation Month: Improving Lives and Communities

Ethan Robinson2025-10-30T21:36:07+00:00

National Caregivers Appreciation Month: Improving Lives and CommunitiesEthan Robinson2025-10-30T21:36:07+00:00

Ethical Investing in Retirement: Aligning Values with Financial Goals
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Ethical Investing in Retirement: Aligning Values with Financial Goals

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Ethical Investing in Retirement: Aligning Values with Financial Goals

Simplicity Digital Advisor2025-09-17T21:52:54+00:00

Ethical Investing in Retirement: Aligning Values with Financial GoalsSimplicity Digital Advisor2025-09-17T21:52:54+00:00

How The “Big Beautiful Bill” Affects Long-Term Financial Planning
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How The “Big Beautiful Bill” Affects Long-Term Financial Planning

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How The “Big Beautiful Bill” Affects Long-Term Financial Planning

Simplicity Digital Advisor2025-09-17T21:54:25+00:00

How The “Big Beautiful Bill” Affects Long-Term Financial PlanningSimplicity Digital Advisor2025-09-17T21:54:25+00:00

Seven-Generation Thinking: How Indigenous Planning Principles Can Help Transform ‘Retirement Thinking’
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Seven-Generation Thinking: How Indigenous Planning Principles Can Help Transform ‘Retirement Thinking’

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Seven-Generation Thinking: How Indigenous Planning Principles Can Help Transform ‘Retirement Thinking’

Simplicity Digital Advisor2025-09-17T21:54:04+00:00

Seven-Generation Thinking: How Indigenous Planning Principles Can Help Transform ‘Retirement Thinking’Simplicity Digital Advisor2025-09-17T21:54:04+00:00

501 N Brookhurst St,
Suite 318
Anaheim, CA 92801

(714) 776-0606

team@slatenwealth.com

*Six fundamental financial planning considerations include but are not limited to Longevity, Liquidity, Inflation, Market, Mortality, and Taxes.

Investment advisory and financial planning services offered through Slaten Wealth Management a Registered Investment Adviser, and Simplicity Wealth, LLC, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Insurance, consulting, and education services offered through Slaten Wealth Management. Slaten Wealth Management is a separate and unaffiliated entity from Simplicity Wealth.