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Tax-Efficient Giving photo

Tax-Efficient Giving Through Qualified Charitable Distributions

By Terry Prather, CFP® The Tax Cuts and Jobs Act of 2017 introduced a charitable giving...
Financial Planning
Tax-Efficient Giving photo

Tax-Efficient Giving Through Qualified Charitable Distributions

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

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UC2

Creating Financial Checkpoints: A Key to Helping You Reach Your Goals

Financial Planning
UC3

Taking the Fear Out of Making Financial Decisions in Divorce

Financial Planning
UC4

7 Steps to Prepare for Holiday Spending and Plan for the New Year

Financial Planning

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