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Nov 14, 2018

There’s No Time Like Thanksgiving to Talk About Your Estate Plan

Thanksgiving is coming — and it’s one of the best times of the year for you and your family to talk about what really matters over turkey. That means having a serious talk — not about the bird or something as sensitive as politics and religio...

Nov 29, 2018

A Foolproof Way to Avoid Spending Too Much on Holiday Gifts

This simple four-step system can help you avoid overspending on holiday gifts.

Mar 21, 2019

10 Tips to Help Ensure Your Charitable Donations Will Be Tax-Deductible

It’s the end of the year, and perhaps you’re feeling generous. You’d also like to get a tax deduction for your generosity. Charitable intentions, however, don’t guarantee you’ll get the deduction. For that, you generally must itemize your deductions on Form 1...