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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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Navigating Uncertainty: Managing Investments When the Future Is Unpredictable

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Market Insight: Easy Come, Easy Go.

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Why We Prefer Individual Bonds

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IRS Contribution Limits

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Letter to Clients: Easy Come, Easy Go.

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Market Insight: Now What?

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Market Insight: Are We There Yet?

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Market Shocks: Learning to Adapt

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

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The Importance of a Power of Attorney in Estate Planning

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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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Charitable Giving: Using Your Wealth Wisely to Do Good

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Now What? Planning in Uncertain Times

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Making Gold from the New RMD Rules

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Happy New Year (And New Decade!)

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