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Give to Charity Without Reducing Your Legacy
Let’s say you are a closely held business owner who sold your business at the height of the market. As a result of your good fortune, you...
Financial Hacks for Millennials: The Great Wealth Transfer
Have you heard of the Great Wealth Transfer? If you’re a millennial, it will likely be of particular interest to you, as it may involve an inheritance coming your way. But do you know how you would handle a large influx of money? How millennials manage their wealth in the coming years will play a large role In achieving financial confidence.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when begin preparing for education expenses.