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ADVISOR INSIGHTS AND NEWS

Qualified Charitable Distributions

Giving to charity? Learn how to minimize the taxes you pay on your required minimum distribution. In my opinion, Qualified Charitable Distributions (QCDs) are one of the most underutilized tax strategies around today. Those who qualify and are already giving to charity often get more tax savings with little to no downside. In this article, […]

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Is Your Portfolio Overworked?

Click here to see the article on forbes.com! You likely have a coworker or friend who never takes a day off of work, who’s dedicated to their job and who rarely takes a vacation, sick day or comes in late. When you love your job, it can sometimes be easy to let the little things […]

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How To Make The Most Out Of Your Retirement Accounts

Do – Diversify your portfolio. This may sound cliché but it is vitally important. Diversification acts as an insulator against the ups and downs of the market. If you own too much in any one company, economic sector, asset type, or country you are unnecessarily exposing yourself to additional risk. True diversification is when you […]

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