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    1. Tax-smart charitable giving before you retire
      You’ve had a successful career and you’re almost ready to retire. While still in your peak earning years, is there a tax efficient way to give back?
    2. 4 Smart Steps To Take Before Buying Your First Home
      Becoming a homeowner can be a daunting process for anyone, especially young adults or anyone without experience making such big purchases. Rushing
    3. Suggested Headlines:Real Estate Radar: Why
      Looking to buy your first home? Discover why Indianapolis is a top city for first-time homebuyers with affordable housing and a thriving economy.
    4. The elimination of the Stretch IRA: 7 strategies to consider
      It used to be that you could leave your IRA to your children after you die and they could stretch the taxable withdrawals out of that IRA account over
    5. 3 Things Student Loan Borrowers Need to Know About Biden's 12 Month "On-Ramp" to Repayment
      Student loan payments have officially restarted after three-and-a-half years, as the COVID-19 payment and interest pause has come to an end. In an
    6. Kids and Money: Financial lessons from Mom and Dad
      I’ll never forget what my father taught me about credit cards in the days after graduating from college. Since I was an authorized user on his card,
    7. Understanding Qualified Charitable Distributions
      As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor. Qualified Charitable Distributions
    8. Down Market? It’s Roth Time!
      The recent chaos in the market, coupled with the most significant sell-off since 1987, has at least one silver lining: if you intend to invest you can invest in a Roth vehicle and recoup gains potentially tax-free. Roth IRAs, and their bigger sister, the Roth 401(k), provide the opportunity for savers to develop invest
    9. Do You Need Business Hazard Insurance?
      You might be surprised and unhappy to learn that hazard insurance is not included in your existing business insurance policies. Business hazard
    10. COVID-19 and the emerging employee caregiving crisis
      The U. S. Census Bureau projects that the over-65 age group will grow from 55 million in 2020 to more than 70 million by 2030. According to the U. S.