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Hannah Boundy, CFA®, CFP®
Feb 22, 20233 min read
Permission to Leave Your Mark
How financial quarterbacking can maximize your impact, now and into the future.
45 views
Michael Davis, CPA
Dec 20, 20214 min read
Tax Efficient Gifting - How to Give More and Pay Less
When planning your legacy, you have three buckets in which your wealth can end up: taxes, family, and charity. Here’s how to minimize taxes.
61 views
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