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The Blog

Weekly insights on the markets, economy, and financial planning

Year-End Gifting

Present

Gifts and donations not only help individuals, organizations, and charities achieve their goals, but your gift may help you lower tax bill in April.

There’s Still Time to Make an IRA Contribution

IRA Contributions

Even though 2014 has come to an end, there is still time to save for retirement while possibly qualifying for a tax deduction. Both traditional IRA and Roth IRA contributions for tax year 2014 can be made up until the …

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