The Advisor Blog

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Donor-Advised Funds Combine Charitable Impact with Tax Benefits

A donor-advised fund (DAF) is a charitable account offered by sponsors such as financial institutions, community foundations, universities, and fraternal or religious organizations.

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Small Businesses Are Short-Staffed and Overwhelmed

COVID-19 kicked off a severe labor shortage — and the most challenging hiring conditions for businesses in many years. In August 2022, 49% of small businesses reported having job openings they could not fill. (1)

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Year-End 2022 Tax Tips

Here are some things to consider as you weigh potential tax moves before the end of the year. Set Aside Time to Plan

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Members of the Military: Personal Financial Planning

Financial planning is the process that can help you pursue your goals by evaluating your whole financial picture, then outlining strategies that are tailored to your individual needs and available resources.

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Four Tips for Keeping Heating Costs Down This Winter

With the prices for gas, oil, and electricity continuing to soar across the country, consumers are facing another winter of high heating bills.

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