Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.