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Financial Planning

Topics of Interest

Your 2021 Guide to Year-End Charitable Giving Thumbnail

Your 2021 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 2021 contributions can create tax benefits for both you and your chosen charity.

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An Introduction to Cryptocurrencies Thumbnail

An Introduction to Cryptocurrencies

In 2017 we saw the first huge success of cryptocurrencies, with their total market capitalization hitting an all-time high of $600 billion in the month of December. Before capitalizing on crypto yourself, it’s important to understand what this cryptocurrency space is all about.

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