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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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Meet Angela Berkosky

  Get to know our team members! Meet Angela Berkosky, CFA, our Chief Investment Officer. What would a perfect workday look like for you? I would start my day reading up on the markets while [...]

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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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Will My Portfolio Last Through Retirement?

Is the 4 Percent Rule Still Relevant? You may have heard the rule of thumb describing that it’s “safe” to withdraw a certain percentage of your investments each year in retirement. While “rules [...]

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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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Snapshot Market Insights May 2022

      Important Disclosure Information Domani Wealth, LLC (“Domani”) is an SEC-registered investment adviser with its principal place of business in Lancaster, Pennsylvania. Domani [...]

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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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Millennials – The Time to Start Saving is Now!

Millennial Retirement Savings Typically, younger people don’t make retirement savings a priority. Living expenses, student debt, rent or house payments, and other day-to-day expenses mean that [...]

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Tax Saver’s Credit: Get the “Credit” You Deserve!

You may be eligible for a valuable incentive, which could reduce your federal income tax liability, for contributing to your company’s 401(k) or 403(b) plan. If you qualify, you may receive a Tax [...]

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IRS/DOL Audits Are Increasing Dramatically Are You Ready?

Facts you should know If your plan has not been recently audited, it is likely only a matter of time before the Internal Revenue Service (IRS) or the Department of Labor (DOL) comes knocking. [...]