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Bridging the Gap

Between industry news and personal experience.

Your Guide to Year-End Charitable Giving Thumbnail

Your Guide to Year-End Charitable Giving

Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.

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Retirement Strategy: Money & Longevity Thumbnail

Retirement Strategy: Money & Longevity

Let your clients and contacts know about what a big job retirement strategy represents, and what a help you will be in setting it into motion. Factoring in longevity is a big part of that.

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