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Looking to make some year-end donations? Now is the perfect time to review your charitable giving, legacy, and wealth planning goals. Contact me today to explore the benefits of strategic giving.
If your parents are 73 or older, have they taken their RMDs? The deadline is quickly approaching. Schedule a meeting so we can explore their options.
The average amount Americans have saved for retirement in every U.S. state—see how you compare
Where does your state rank?
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