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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...

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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All Topics
Estate Planning & Trusts
Financial Planning
Insurance Planning
Investing
Retirement Planning

Weighing the Benefits and Potential Tax Consequences of Annuities and Life Insurance

Changes Ahead for the Insurance Industry but the Sky Isn’t Falling

Securing Vital Records and Accounts

Successful Investing Requires a Team of Advisors Supporting Investors Focused on Long-Term Objectives

Concierge Services Are a Vital Part of Long-Term Care Insurance

What Is a Trust?

Five Things to Know About Early Withdrawal From Your 401(k)

College Planning – The Right Plan for You

Striking a Balance Between Living Richly Now and Planning for Your Future

Estate Planning 101: Designating Beneficiaries and Preparing Basic Documents

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