Tag Archives | Journal of Financial Planning
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What’s The Best Way To Give To Charity?

Many of our clients like to make gifts to charity. But what’s the best way to do so given all the recent changes in tax rules? The Journal of Financial Planning just published a research paper comparing some of the top options, like gifting assets that have gone up in value, giving directly from your […]

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Reaching Across The Language Barrier

Hispanics are the fastest-growing segment of the population and are one-and-a-half times more likely than the general population to start their own businesses and earn a healthy income as a successful entrepreneur. Yet, financial planners are significantly behind in offering their services to the growing Hispanic market, writes Claudia Gonzalez, in a new article about […]

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