Posts Tagged ‘charitable planning’
Financial Planning and Family Values
Financial Planning and Family Values Written By: Kevin Reardon, CFP® We all know that financial planning is more than just discussions about investments or retirement planning. It brings together complex…
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Qualified Charitable Distributions (QCDs) Written By: Nick Ziarek, CFP®, CFA QCD Reminder: If you wrote a check directly to a charity from your IRA in 2021, you will need to report…
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