Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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It sounds simple, but paying yourself first can really pay off.
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.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.