Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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How federal estate taxes work, plus estate management documents and tactics.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
It sounds simple, but paying yourself first can really pay off.