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I’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let me know. 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. I make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this web site. When you access one of these web sites, you are leaving my web site and assume total responsibility and risk for your use of the web sites you are linking to.

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Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.
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Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
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