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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...
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Tax-Efficient Giving Through Qualified Charitable Distributions

By Terry Prather, CFP® The Tax Cuts and Jobs Act of 2017 introduced a charitable giving...

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

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Healthcare and Financial Planning

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Tax-Efficient Giving Through Qualified Charitable Distributions

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5 Tips to Help Minimize Your Social Security Taxes

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Data Security Alert – Take Action to Protect Your Personal Information

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Investing in an Election Year

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Types of Retirement Accounts: Options and Considerations 

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

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How to Scenario Plan for Your Retirement  

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The Importance of Keeping the Non-CFO Partner Engaged  

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