5 Financial Moves to Make Before the End of 2022

With the end of 2022 on the horizon, it’s important to remember that financially, we are living in uncertain times with inflation, volatility and unpredictability.  It’s more important than ever to be fiscally cautious, aware and responsible by saving, reducing taxes, reviewing investment allocations and planning for 2023.   Here are 5 key financial steps to …

4 Reasons to Consider Making a Qualified Charitable Distribution (QCD)

It feels great skipping out on taxes and saving towards retirement by contributing to an IRA, but not so much when it comes time to withdraw that money – and pay those taxes. Hefty required minimum distributions (RMDs) can push you into a higher income bracket, which means paying even more taxes. Sound like you …

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