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NEWS & UPDATES
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Qualified Charitable Contributions
If you fall under the RMD mandate, you may wish to make a QCD from your IRA. Read more to learn what all this means.

Steve Crawley
Dec 11, 20241 min read


Is Your Financial House in Order?
The end of the year is approaching and it's a great time to take steps that can help improve your personal finances.

Steve Crawley
Dec 5, 20231 min read
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