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The 5 Most Overlooked Tax Rules for Year-End Donations Thumbnail

The 5 Most Overlooked Tax Rules for Year-End Donations

As the year comes to a close, charitable giving often takes center stage. Whether you’re inspired by the season of giving or looking to reduce your tax bill, it’s important to make sure your generosity aligns with IRS guidelines. Overlooking key tax rules could mean losing out on valuable deductions—or worse, facing complications during tax season.

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Making the Most of Giving Tuesday Thumbnail

Making the Most of Giving Tuesday

Giving Tuesday is the global day of giving that reminds us there’s more to the holiday season than just maxing out our credit cards. It’s when we switch gears from consumerism to altruism. But how can you make the most of this special day without feeling overwhelmed by the endless causes vying for your attention? Let’s take a look.

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What Trump's Second Term Means for You Financially Thumbnail

What Trump's Second Term Means for You Financially

With the election results in, many families are curious about how Trump's second term will affect their finances. With Trump securing a second term, there are several key areas to watch closely: tax policies, estate planning, and trade policies. Let’s break down what you need to know.

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Bridging the Retirement Gap for Women Thumbnail

Bridging the Retirement Gap for Women

Due to a mix of social, economic, and lifestyle factors, women are often at a disadvantage when it comes to retirement planning compared to men. But here's the good news: while the stats show that retirement planning is a steeper climb for women, by understanding the systematic challenges and by using the right strategies, women can overcome these hurdles and take charge of their retirement goals.

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Grow Wealth, Do Good Thumbnail

Grow Wealth, Do Good

As a financial advisor, one impactful way I can help combat global warming is through investing with a purpose. This strategy, often referred to as impact investing, allows us to put our money into companies and projects that strive to make a positive difference in the world.

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How Peer Pressure Shapes Spending Habits Thumbnail

How Peer Pressure Shapes Spending Habits

We like to think our financial choices are purely our own – driven by personal desires, careful planning, and a clear set of goals. But if you’ve ever found yourself buying something just because everyone else seems to have it, you’ve experienced the subtle (and sometimes not-so-subtle) impact of peer pressure.

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Why You Shouldn’t Let an Election Impact the Way You’re Investing Thumbnail

Why You Shouldn’t Let an Election Impact the Way You’re Investing

As the political landscape heats up with every election cycle, it’s natural for investors to feel a bit anxious. The media often amplifies the stakes, making it seem like the outcome of an election could make or break your financial future. However, seasoned investors and financial advisors know that letting an election dictate your investment strategy is not only unnecessary but potentially detrimental.

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Market Turmoil: What’s Happening? Thumbnail

Market Turmoil: What’s Happening?

Over the past few days, the stock market has experienced significant volatility, with major indices like the Dow Jones Industrial Average (DOW), the S&P 500, and the Nasdaq Composite all taking a hit1. Here are the key points:

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