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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Using your RMD for charitable giving
Nearly two years ago, Congress did something they generally don’t…they made a decision that actually benefits savers! Did you know that...
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Using an RMD to give to charity
Giving generously and unconditionally can break the power that money has on you. This is a very powerful money lesson and hopefully, you have...
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Donor-advised funds increase charitable impact
Donor-advised funds (DAFs) are a great way to increase your charitable giving impact. Traditionally, a donor contributes highly appreciated...
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Charitable giving from your IRA account
Since 2006, taxpayers over the age of 70 ½ have been allowed to make a Qualified Charitable Distribution of up to $100,000 per year directly...
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