Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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Financial spring cleaning is an important part of being fiscally fit, but don’t limit yourself to clearing the financial clutter during a specific season: Financial spring cleaning should always be in season, keeping you focused on your short-term and long-term money goals.
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Estimate the total cost in today's dollars of various mortgage alternatives.