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Charitable Planning – 4 Tips to Maximize Your Charitable Impact While Minimizing Your Tax Exposure

By Trudy Turner, CPA/PFS, CFP® If your financial goals include making charitable donations to the causes...

Healthcare and Financial Planning

When thinking about the components that make up a comprehensive financial plan, many people fail to...

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Estate Planning & Trusts
Financial Planning
Insurance Planning
Investing
Retirement Planning

Charitable Planning – 4 Tips to Maximize Your Charitable Impact While Minimizing Your Tax Exposure

Healthcare and Financial Planning

Tax-Efficient Giving Through Qualified Charitable Distributions

5 Tips to Help Minimize Your Social Security Taxes

Data Security Alert – Take Action to Protect Your Personal Information

Investing in an Election Year

Types of Retirement Accounts: Options and Considerations

Risk vs. Returns: 5 Tips for Finding the Right Balance

How to Scenario Plan for Your Retirement

The Importance of Keeping the Non-CFO Partner Engaged

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