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Jan 29, 2026

Making a Difference While Saving on Taxes:
The Power of Qualified Charitable Distributions
by Jay Poole

Making a Difference While Saving on Taxes: The Power of Qualified Charitable Distributions by Jay Poole – Financial […]

Jan 09, 2026

The Benefits of a Roth IRA Conversion:
A Strategic Move for Long-Term Tax Planning
by Fraley Carlton

The Benefits of a Roth IRA Conversion: A Strategic Move for Long-Term Tax Planning by Fraley Carlton – […]

Dec 01, 2025

The Importance of 529 Plans:
Investing in Your Child’s Future
by Briley Edwards

The Importance of 529 Plans: Investing in Your Child’s Future by Briley Edwards – Financial Advisor Saving for […]

Oct 30, 2025

Why Year-End Tax Planning Is a Smart Move for Your Financial Future
by Jennifer Parker

Why Year-End Tax Planning Is a Smart Move for Your Financial Future by Jennifer Parker – Financial Advisor […]

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