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How Can a Qualified Charitable Distribution (QCD) Help You Save on Taxes While Supporting Causes You Care About?
Learn how Qualified Charitable Distributions (QCDs) can reduce your taxes while fulfilling your charitable goals. Maximize your retirement tax savings today!
Burdened by Divorce? 10 Essential Financial Steps to Your Fresh Start
How to protect assets from divorce, and how not to go broke when breaking up.
Top 10 Shocking Roth Conversion Mistakes People Make (and How to Avoid Them)
Discover the top 10 costly Roth conversion mistakes that could derail your retirement and learn how to avoid them for a smarter, tax-efficient future.
What is a CERTIFIED FINANCIAL PLANNER™?
A CERTIFIED FINANCIAL PLANNER™ (CFP®) is a professional financial advisor who has completed extensive training and examinations to offer expert advice on comprehensive financial planning.