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Retirement
Client Presentation: Social Security - Get What's Yours
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Talk to clients about how they could get the most out of their Social Security benefit.
Retirement
Should you save or spend your tax refund?
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This tax season, consider putting your refund toward a 529 plan.
Philanthropy
Get More Out of Your Charitable Giving
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Typically, when we think about giving to charity, we think of all the lives we enrich by our support. What we sometimes overlook is how great it feels to do good. How can you make sure you get the most emotional benefit out of your charitable giving?