Newsletters
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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?
New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
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Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
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Have You Set a Retirement Savings Goal?
Completing this simple worksheet can help establish a realistic retirement savings target.
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Keeping Cool in Volatile Markets
Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.