by Kevan Melchiorre, CFP® | Jan 13, 2025 | Insights
Take stock of your cash flow. Spend time reviewing your total income vs. expenses for 2024 and determine: (1) Were you net positive (i.e., you brought in more income than went out in expenses), (2) How much did you save throughout the year? (3) What percentage of your...
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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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