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The Essential Estate Planning Tool You’ve Never Heard of?<strong> </strong>
A Letter of Instruction is not a legal document, but it can play an important role in your overall estate plan.
Continue Reading The Essential Estate Planning Tool You’ve Never Heard of?<strong> </strong>
Charitable Giving (part 6): The Pros and Cons of QCDs
Donating to charity using QCDs may bring tax advantages, but it may not be for you. Here are some pros and cons.
Continue Reading Charitable Giving (part 6): The Pros and Cons of QCDs
Olivia Harrison joins the Sensible Financial Team!
Olivia Harrison joins the Sensible Financial Team as an Associate Financial Planner, bringing with her a strong academic background.
Continue Reading Olivia Harrison joins the Sensible Financial Team!