Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Life insurance proceeds are generally tax-free. But not in all cases.