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 Kevan Melchiorre, CFP® | Dec 11, 2023 | Insights
Embarking on the journey to secure your financial future is akin to navigating uncharted waters. Asset allocation for retirement is an artform that involves a careful balance of risk and rewards, much like a skilled captain charting a course through varying currents...
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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 Kevan Melchiorre, CFP® | Nov 20, 2023 | Insights
Beginning at age 73, most retirement savers are required to take Required Minimum Distributions (RMDs) each year, regardless if they need or want the funds. These distributions are taxable at their ordinary income tax rate, which increases the individual’s total...
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by Kevan Melchiorre, CFP® | Nov 20, 2023 | Insights, Investment Commentary
Tenet’s Monthly Investment Insights: November 2023 As we delve into the intricate world of investments, our Monthly Investment Commentary provides you with a comprehensive overview of the current market trends, economic indicators, and potential opportunities. Our...
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