• The Financial Benefits of Board Games

    The Rise of the Board Game Culture Not only can board games can save you money, but they can also help ensure you can have…

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  • Introduction to Planned Giving

    Think about what matters most to you. What are you passionate about and what do you want to continue supporting even after you are no…

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  • How Legacy Planning Can Benefit You

    There comes a time in everyone’s life when they begin considering the kind of legacy they want to leave behind for the generations of the…

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  • Saving for your Children or Grandchildren’s Education

    With tuition prices continuously on the rise, saving for your children’s or grandchildren’s education can seem like an insurmountable task. If you are feeling this…

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  • Defining Qualified Charitable Distributions (QCDs) and How they Work

    Qualified charitable distributions (QCD) are distributions from an Individual Retirement Account (IRA) owned by an individual who is age 70½ or older, that are paid…

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  • Top Financial Habits to Pass Along to your Kids

    As parents, we only want the best for our children. We tend to serve not only as their chauffeurs and laundry service, but also as…

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