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"An investment in knowledge pays the best interest." 

--Benjamin Franklin

Learn more about money: how to make it, save it, invest it, spend it, or give it away.

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Qualified Charitable Distributions - The Smart Way To Give To Charity

Anyone who reaches age 70 ½ must start taking RMDs (Required Minimum Distributions) from their retirement accounts - and they have to pay income taxes on these distributions. But for those of you who are already planning to donate to charity, it's possible to donate directly from your individual retirement account as a QCD - a Qualified Charitable Distribution. This counts as part of your required minimum distribution, but the money isn't taxed - it goes straight to charity.

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Will I Have Enough To Retire?

This is the most common question we hear from new clients, and we've developed a in-depth retirement review to walk you through the process of retirement planning. We want to make sure that you don't miss anything before heading into retirement. You need to have a rock solid plan so you know exactly what you need to do, and when you need to do it.

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