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Charitable Giving Strategies: Being Generous While Being Tax-Savvy

If you engage in regular charitable gifting but are still writing checks out of your checking account, you may be leaving money on the table in the form of valuable tax savings. The current standard deduction1 for tax filing creates a high hurdle before seeing tax benefits from charitable gifts of cash because you need ...
A collection of all the latest news and advice to help you make informed decisions when speaking with your Advisor.

Charitable Giving Strategies: Being Generous While Being Tax-Savvy

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2023 Quarterly Update – October

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Navigating Uncertainty: Managing Investments When the Future Is Unpredictable

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Partner Profile: Dave Hodge

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Community Commitment Update 2021

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Your Elderly Parents Named You Power of Attorney (POA). Now What?

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On Taxes: Change is
the Only Constant (revisited)

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Much Ado About Inflation

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“Early Out” Retirement or Severance Offers: A new Look for Your Retirement

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Paying for Financial Advice: Delegating to Advisors You Trust

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Interest Rates: A Friend and Foe to Growth Stocks

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Charitable Giving: Using Your Wealth Wisely to Do Good

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Talent Report: Grace Van Dam

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Talent Report: Dave Doppel

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Getting to the Other Side

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New Website & Logo: The Story of Our Journey

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Nervous and Slightly Numb

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Stuck: When It Feels Like You Have No Alternative

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