Since many of our clients have ties to Lincoln, we are passing along information about Give to Lincoln Day and how to utilize an IRA to fund...
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Charitable endeavors & generosity
Over the years, we have been proactive in telling our clients about strategies they can use to be philanthropic. One of those strategies is to...
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Facing large RMDs from your IRA?
Oftentimes, we taxpayers focus too much on saving on taxes today, which can thrust us into higher tax brackets down the road. The best...
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Seven ways we have helped our clients
We view ourselves as a financial advocate for our clients. Those of you who have been our clients for any length of time know we do a lot more...
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Five ways we helped clients in the last month
Beyond the desire of our clients to have their investments professionally managed, people come to us because they’re facing an inflection...
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