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Insights

Your Guide to Year-End Charitable Giving Thumbnail

Your Guide to Year-End Charitable Giving

Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.

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Insurance Basics: Cyber Insurance Thumbnail

Insurance Basics: Cyber Insurance

Your clients may be unaware that there are insurance products that can help protect them from cyber attacks. This article details the types of attacks that can occur and how cyber insurance can protect your clients.

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What is a 1031 Exchange? Thumbnail

What is a 1031 Exchange?

This article provides high-level details about what a 1031 Exchange is and when a person should consider one for their investment and real estate strategies.

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