Year End Financial Checklist
Charitable Giving Options
Financial Planning
Financial Services
Investment Advisor
December 4, 2018
Author: Deborah Doyle
The holidays are approaching, and it can be tough to find time to organize your financial life. While it seems so easy to push off your financial planning needs until the New Year or group them in as a New Year’s Resolution, there are several financial moves that can be made this year to allow […]
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Guide to Charity and Donations
Charitable Giving Options
Estate Planning
Estate Planning for Gay Couples
March 16, 2018
Author: Woody Derricks
You may dream of someday donating to charities and meaningful causes such as homeless animals, libraries, orphaned children, or disabled adults. These aspirations are commendable, but ensuring that they are achieved requires more than just wishful thinking. By creating a personalized financial plan based on your philanthropic goals, you may not only maximize your charitable […]
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