Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?