Topics
Topic:
Wealth Management and Financial Advisors
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10 Easily Fixable But Often Overlooked Financial Planning Items
It’s easy to let important financial tasks slip your mind, so take a minute to check this list for any to-do items you may have forgotten. It could make a big difference in your bottom line. We go through our daily activities and oftentimes neglect to revisit financial aspects that can earn us some extra…
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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.
