Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.