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Understanding Qualified Charitable Distributions

Qualified Charitable Distributions (QCDs) can be an opportunity to support your favorite causes while reducing your retirement income.

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2025 Tax Planning

Prepare your taxes for the 2025 year.

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Numbers to help prepare for tax season.

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Congress passed Secure 2.0 at the end of 2022 see how it impacts you in a comprehensive overview.

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Patience in the markets can often lead to better results over the long-run.

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Commentary about the shift gears of the market in the beginning of 2022.

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Five key documents you should have in your Estate Plan.