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What are Donor Advised Funds and How do They Work?
What are Donor Advised Funds and How do They Work?
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: September 6, 2024Categories: Families, Retirement, Taxes, Working Professionals
How Expiring Tax Cuts Could Impact Your Taxes
How Expiring Tax Cuts Could Impact Your Taxes
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: August 22, 2024Categories: Taxes
Another Data Leak: Every Social Security Number?
Another Data Leak: Every Social Security Number?
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: August 15, 2024Categories: Cybersecurity
Is the Stock Market Overvalued and Does it Matter?
Is the Stock Market Overvalued and Does it Matter?
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: July 25, 2024Categories: Investments
Are You Ready to Retire?
Are You Ready to Retire?
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: June 20, 2024Categories: Past Events, Retirement, Video
What Investment Changes Should You Make During an Election Year?
What Investment Changes Should You Make During an Election Year?
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: June 6, 2024Categories: Investments