Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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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.
Here’s a quick guide to checking to see if you have unclaimed money.
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.