Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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As the decision to retire approaches, you’ll find the choice of when to retire is rarely black and white.
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.