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Supporting the Charities You Love with a Donor-Advised Fund

What if you could make a greater impact on the causes you care most about? If charitable giving is important to you, consider using a donor-advised fund. A donor-advised fund can help you [...]

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Talking to Elderly Parents about Finances

Talking to your parents about money is not easy. Many would rather talk to their kids about any other topic – even very uncomfortable ones! – than  broach this subject. No one really wants to [...]

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How to Manage an Inherited IRA: What Beneficiaries Need to Know

The tax code is complicated and the rules surrounding inherited IRAs aren’t any different. In fact, the rules for inherited IRAs have become quite complex over recent years due to new legislative [...]

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Spring Cleaning Financial Review

Once the weather warms up we throw open the windows and remember we should wash them. And the curtains. And probably the floors. and probably the deck. After the house is in order from a good [...]

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Inflation “Protection” Through TIPS and I Bonds

We have all felt the pain of rising prices as we go about our daily lives, whether it’s at the gas pump, the grocery store, or when we travel. Inflation in the U.S., as measured by the Consumer [...]

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10 Years Before Retirement: Steps to Consider, Part 2

If you’re a decade or so away from retirement, you’ve probably spent at least some time thinking about this major life event. How will you manage the transition? Will you travel, take up a new [...]

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Value of Disability Insurance for High-Income Earners

Long-term disability insurance is something most people don’t think about often, especially those who are in their prime earning years and in relatively good health. However, accidents and [...]

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Tax Loss Harvesting: What Is It and How Can It Help You?

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10 Years Away from Retirement: What You Need to Know

Thomas Jefferson once said, “Give me six hours to chop down a tree, and I will spend the first four sharpening the ax.” If you are about ten years away from retirement, this provides you with the [...]

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General Tax Planning Considerations for 2022

How often do you plan for your taxes? When we say plan, we mean: think about how you can structure your finances in a way to minimize your taxes, both in general and as tax laws and IRS [...]

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