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Financial Planning Corner: Updated Tax Benefits of Charitable Giving
Read more: Financial Planning Corner: Updated Tax Benefits of Charitable GivingBeginning in 2026, several tax-law changes stemming from the passage of the One Big Beautiful Bill Act (OBBBA) will impact the tax benefits of charitable…
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Financial Planning Corner: You Have a Primary Beneficiary. Is That Enough?
Read more: Financial Planning Corner: You Have a Primary Beneficiary. Is That Enough?For many, the decision on a primary beneficiary is straightforward. It is a person with whom…
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Secure Act 2.0 – What you NEED to know
Read more: Secure Act 2.0 – What you NEED to knowJust prior to Christmas, Congress passed an important piece of legislation addressing the continued need to…
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Get Paid for Home and Car Upgrades
Read more: Get Paid for Home and Car UpgradesThere are tangible ways you can personally benefit now and into the future from the Inflation…
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Bear Market Planning Moves
Read more: Bear Market Planning MovesWe have all felt some level of discomfort with the market plunge this year. There could…
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Is Your Cheaper Premium Worth It?
Read more: Is Your Cheaper Premium Worth It?Whether it’s health, auto, homeowners, or life, advertisements abound for cheaper insurance premiums. Cash flow cannot…
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Are You Sleeping Well?
Read more: Are You Sleeping Well?Market volatility has been at the forefront of our minds the last few years. We expect…
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Are You Tax-Efficient?
Read more: Are You Tax-Efficient?There has been much speculation about the current tax proposal and what may eventually pass. While…
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Death is Easier, Financially
Read more: Death is Easier, FinanciallyIn my last column, “What Happens if You Live?”, I discussed living but not being able…
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What Happens if You Live?
Read more: What Happens if You Live?Many people think Estate Planning is only about where their money and property go after they…