Gifting Strategies
Tax Savings Through Charitable Contributions
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Recap on the CARES Act
The biggest stimulus package to ever be signed into law happened Friday, so I wanted to write a quick recap of some of...
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Do a Portfolio Review!
A traditional stock and bond portfolio has done well over the last decade, but with valuations for US stocks at...
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The SECURE ACT
Just this past month congress passed the SECURE act, which is one of the biggest rule changes I have seen to retirement...
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Five Year-End Tax Tips
With the end of the year fast approaching, let’s remember that we still have time to save on taxes. Even though we can’t...
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How to Read a Prospectus
We get these thick booklets mailed to us at least annually, and usually they go directly into the recycling bin. Being...
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Protecting Against "Sequence of Returns" Risk
With the summer season ending, children going back to school and days getting shorter it is impossible not to feel the...
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