Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.