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What Are Tax-Focused Gifting Strategies? Thumbnail

What Are Tax-Focused Gifting Strategies?

Tax-focused gifting strategies, such as donor-advised funds and qualifying charitable contributions, can help you maximize your charitable contributions while minimizing your tax liabilities.

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What is the Presidential Election Impact on Investments? Thumbnail

What is the Presidential Election Impact on Investments?

As you prepare to vote in this next election, it’s okay if your opinion on the economy influences your choice. And yet, it’s important to remember that the President of the United States has less control over the economy than you might believe, and the effect on investments during a presidential election is even lower.

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Is Social Security Sustainable? Thumbnail

Is Social Security Sustainable?

If you pay attention to the news, you may have heard the negative predictions about the sustainability of our Social Security fund. . . it’s crucial to look beyond the headlines and understand the underlying challenges the program faces.

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