Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.