by Kyle Wetters, CFP® | Jan 3, 2024 | Insights
Are you looking for a way to make a lasting impact with your charitable donations while also maximizing your tax benefits? Look no further than donor advised funds. In this article, we will explore the case for donor advised funds and how they can help you achieve...
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by Kyle Wetters, CFP® | Nov 30, 2023 | Insights
As you approach retirement, navigating the Social Security system to optimize your benefits becomes a crucial puzzle to solve. The decision of when to start claiming your Social Security benefits can significantly impact your retirement income, making it essential to...
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by Kyle Wetters, CFP® | Nov 28, 2023 | Insights
Are you approaching retirement and wondering how to make the most of your hard-earned money? Look no further. In this article, we will explore powerful strategies for maximizing tax efficiency in retirement, helping you keep more money in your pocket and enjoy the...
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by Kyle Wetters, CFP® | Oct 3, 2023 | Insights
In the world of marriage, love and commitment are the pillars that hold a relationship together. However, when it comes to handling money matters, even the strongest unions can be tested. Financial stress is a common cause of tension and conflict between partners, and...
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by Kyle Wetters, CFP® | Sep 27, 2023 | Insights
Are you looking for a way to give back to your community while also reducing your taxable income? Look no further, because we have a guide to utilizing charitable giving for tax savings. Donating to charitable causes not only allows you to support the organizations...
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