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InvestED | GIVE CASH LAST: Top 5 Ways to Donate to Receive the Biggest Tax Break

When meeting with our philanthropically minded clients, we often say, “give cash last.”  Donating cash is simple, but it’s not always the most tax efficient.  As we are nearing the end of the year, many clients plan to make charitable contributions, and it is our job to help make those […]

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InvestED | Teen’s First Paycheck? 3 Financial Moves to Help Them Thrive

When our oldest got her first job, we were thrilled for her!  As her parents, we were trying to balance being excited while helping her learn how to manage the bigger paychecks than she had seen in the past from babysitting and other odd jobs.  As your teen(s) start earning […]

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