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2024 Year-End Financial Moves

2024 Year-End Financial Moves

As year-end approaches, it’s a good time to ensure you’re positioned to maximize your financial benefits and tax opportunities.  This frequently requires taking action before year-end.  We’ve compiled a list of top...

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Before You Donate, Do Your Research

Before You Donate, Do Your Research

As year-end and the holidays approach, many people are eager to make monetary donations. While it’s always been essential to research any charity prior to donating, the profusion of online donation platforms, such as...

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