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ESTATE & GIVING   Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability. Helping others when you’re gone is a noble and rewarding aspiration. But think how much more rewarding it could be, both personally and charitably, to help others while you’re […]

MARKETS & INVESTING January 29, 2024   Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. For many investors, fixed income investments have a primary objective of preserving wealth. The known characteristics of owning individual bonds are a major reason for this: known income, known cash flow, known redemption date, known […]

FAMILY & LIFESTYLE   3 smart ways to defer capital gains taxes. One of the benefits of purchasing property as an investment is the tax benefits that can come with it – both while you own it and after you sell. Applying tax-efficient strategies will help you make the most out of your investment property. […]

RETIREMENT & LONGEVITY   Start the new year right by reviewing and revamping your financial plan. Instead of hauling out those familiar New Year’s resolutions about keeping a journal or drinking more water, how about focusing on your financial well-being? Here’s a set of resolutions that can help ensure your long-term financial confidence. Update your […]