Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Re-Thinking Capital Loss Harvesting

October 22, 2014 -

Focus on capital gains rates


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A Guide to Wiser Giving

October 7, 2014 -

Strategies for maximizing your charitable contributions


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Estate Planning Tax Strategies

Eliminate or minimize estate taxes


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Stretch IRA

A way to pass wealth to heirs


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