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      5 Strategies for Charity-Minded Clients in 2022

      US News & World Report· 2 hours ago

      ...of different nuances that go into what's the most tax-efficient way to accomplish philanthropic goals, and it really depends on the client's personal...

    • How Do I Know You Won’t Steal My Money?

      How Do I Know You Won’t Steal My Money?

      International Business Times· 5 days ago

      The answer to the question in the headline is “You don’t know!” And if you don’t know, what should you look for in selecting a financial planner? Always...

    • 27 Ugly Truths About Retirement

      27 Ugly Truths About Retirement

      AOL· 2 days ago

      What happens in the market during the 10 years before and after your retirement date can play a significant role in how well-funded your portfolio is....

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