Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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Help determine the required minimum distribution from an IRA or other qualified retirement plan.
What's the Secret Behind a Great Golf Game and Personal Finances?
What do golf and personal finances have in common? A lot of things, but the key is confidence. And how do you become confident, exactly? Well, it starts with the basics and builds from there, so you can navigate tricky conditions and overcome unexpected hazards, whether on the green or in life.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.