Blog2021-10-15T07:51:14-08:00

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  • donations charitable giving

Charitable Giving is Increasing – and Evolving

Time to Read: 4 Minutes The impulse to help others in need and to share good fortune is universal. When it comes to giving plans that involve donating wealth, the elements of several different dimensions – demographic

  • taxes due

Five Things to Know About Taxes in Retirement

Time to Read: 6 Minutes When planning for expenses in retirement, it’s easy to begin thinking about travel and vacations while overlooking one significant expense – taxes. In Nationwide’s 2021 Retirement Income Survey, 41% of

  • classroom 529

What Can You Buy With 529 Distributions?

Time to Read: 4 Minutes The biggest challenge for students and parents when planning for education is the financial costs, which include tuition and academic expenses. There is help – 529 Plans aren’t just for college anymore.  K-12 private and religious schools are

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