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Financial Focus: Passing assets through a trust

As the year winds down, your thoughts might drift to the future. And, as part of that future, you may be thinking of where your financial assets will end up. You’ve worked hard to accumulate.

Financial Focus: Add layers of protection to financial strategy

To achieve your financial security, and that of your family, you will need to create a comprehensive strategy. But for this strategy to succeed, you’ll need to guard it from various challenges and that.

Financial Focus: Advice can help when making charitable gifts

Now that it’s the holiday season, gifts are probably on your mind and you might intend for some of those gifts to go to charities. Although your intentions are good, you could be shortchanging.

Financial Focus: COLA is sweet for Social Security recipients

If you receive Social Security, you’ve probably already heard that your checks in 2023 will be bigger considerably bigger, in fact. How can you make the best use of this extra money? Here’s what’s.

Financial Focus: Is a donor-advised fund right for you?

You can find many ways to support charitable organizations. One method that’s gained popularity over the past few years is called a donor-advised fund. Should you consider it? The answer depends on your individual situation.

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