With the new tax law, bunching charitable donations may make sense. Donor advised funds can be a great tool in your charitable gifting strategy. This article discusses attributes and unique features of donor advised funds.
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Many people have questions regarding their Social Security retirement benefits. This article addresses several of the more common questions that people often ask us.
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Is retirement on your horizon? Have you thought about what it will take to be prepared financially to retire? This article provides a number of common financial decision points and action items that you may need to evaluate during your “pre-retirement” period.
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In this article, we provide some insight into managing those retirement expenses that pre-retires are most concerned about: taxes and health-related expenses.
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