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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
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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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