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Topic:
Client Services
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Do You Give Money To Charity Or Plan To In The Future? You Should Know What A DAF Is.
If you are looking to make charitable giving a part of your personal planning, understanding the role a DAF can play is a helpful place to start. A DONOR-ADVISED FUND, or DAF, is a giving account established at a public charity. It allows donors to make a charitable contribution, receive an immediate tax deduction, and then recommend…
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Should I Buy or Lease a Car?
It comes down to what type of owner you are. Do you like to hold onto your car for years or switch it out frequently? Do you drive a lot of miles? Do you dislike paying for comprehensive insurance? How you answer could help steer your decision.
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My Loved One Passed Away. What Now? A Financial Advisor May Be A Valuable Resource.
When my dad passed away, a very dear client passed away shortly after. Both left their spouses to handle the finances, and although they left their affairs organized, extensive detective work was still necessary. Once the initial shock of losing someone subsides and the ceremonial procedures are over—what do you do now financially? After losing…
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