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    Making a charitable donation is a commendable act and a great way to carry out your legacy, supporting a cause that is near and dear to you. If you are planning to make a charitable gift, it’s important to ensure you distribute the funds in a manner that is tax-efficient and aligns with your needs and goals. Explore whether Qualified Charitable Distributions (QCDs) could be a fit for your charitable donation.

  • Don’t Overlook This Hidden Retirement Risk

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  • Why Opt for a ‘Total Return’ Retirement Strategy?

    As the average life span increases, so does the length of retirement for many individuals. So, how can you better prepare for this new reality? This article explores a 'total return' retirement strategy and how it may help your income outlast your lifetime.

  • Retirement Planning for Women

    The world of personal finance and investing can often feel overwhelming, and navigating these realms as a woman presents its own unique challenges and opportunities. This article takes a closer look at the current landscape of how gender may affect your financial experiences, offering tips and important considerations for women saving for retirement.

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