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Tax-Friendly Giving Strategies
You may donate money to charitable organizations throughout the year for no reason other than your heart-felt desire to support causes...

Valerie Flores, CPA•CFP®•EA
Dec 15, 2022


7 Charts You Need to Read
Investing and staying invested during periods of volatility can be difficult. Gaining a historical perspective can help expectations and...

Thomas Schorn, CPA•CFP®
Oct 20, 2022


Medicare Open Enrollment Period
Medicare's Open Enrollment Period — which runs from October 15 through December 7 — is your annual opportunity to switch your current...

Thomas Schorn, CPA•CFP®
Oct 18, 2022
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