SMART MOVES

Your Retirement Number Might Be Bigger Than You Think
Trinity Lipscomb Trinity Lipscomb

Your Retirement Number Might Be Bigger Than You Think

A Will is the most important legal document of your life. It helps you put your affairs in order. It allows you to clearly outline how you want your assets to be distributed after you pass away, or if you become incapacitated and unable to make decisions on your own…

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Simplifying Estate Planning for Families
Trinity Lipscomb Trinity Lipscomb

Simplifying Estate Planning for Families

A Will is the most important legal document of your life. It helps you put your affairs in order. It allows you to clearly outline how you want your assets to be distributed after you pass away, or if you become incapacitated and unable to make decisions on your own…

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Small Changes for Tax-Efficient Savings
Trinity Lipscomb Trinity Lipscomb

Small Changes for Tax-Efficient Savings

Welcome to Smart Moves—where we focus on sharing how small decisions can lead to big results or help you take the leap into entrepreneurship, growth, leadership, or achieving your dreams…

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Women & Financial Success
Trinity Lipscomb Trinity Lipscomb

Women & Financial Success

Welcome to Smart Moves—where we focus on sharing how small decisions can lead to big results or help you take the leap into entrepreneurship, growth, leadership, or achieving your dreams…

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The One Decision That Transformed My Life
Trinity Lipscomb Trinity Lipscomb

The One Decision That Transformed My Life

A few years ago, I stood at a major crossroads in my career. After two decades in IT, climbing the corporate ladder, I realized I was building success—but not a legacy…

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