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Do You Want to Pay Less Tax?
There are generally three places you can give your money—family, charity, or the IRS. The goal of tax planning should be to make sure you give most of it to the first two.
The Path to Lasting Impact: Strategies for Purposeful Giving
In addition to being entrusted with your most valuable assets, financial advisors are equipped to deploy resources to support philanthropic priorities by recognizing tax-efficient giving strategies, exploring charitable giving vehicles, and identifying opportunities for maximum impact.
Investment Strategies for a Low-Growth Economy
Rather than plan for a recession that may or may not come next year, create a financial plan for the economy we are living in right now.
The Exit Plan: Avoid These Mistakes to Maximize Success
Exit planning is crucial. Here are the top myths about this misunderstood arena—and how to avoid falling into their traps.
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