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  • About Us
    • Who We Are
    • Our Approach
    • New Client Process
  • Our Clients
  • Services
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Small Business Retirement Plans
    • Wealth Advisory Service
  • Contact Us
  • About Us
    • Who We Are
    • Our Approach
    • New Client Process
  • Our Clients
  • Services
    • Investment Management
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    • Wealth Advisory Service
  • Contact Us
img src="QCD-Charitable-Donation-from-IRA-Tax-Savings-Planning-Investing.png" alt="Illustration showing a warm and inviting design with two circles intersecting in the middle. The left circle is yellow with the word
by Matt Ward
Financial Planning
inherited IRA ira QCD Qualified Charitable Distribution Required Minimum Distribution RMD tax planning
July 30, 2024
41 likes

Making a Difference with Your IRA: The Power of Qualified Charitable Distributions

Making a Difference with Your IRA: The Power of Qualified Charitable Distributions   As we journey through life, many of us look for ways to give back to the community and support the causes we c

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by Matt Ward
Financial Planning
ira tax planing traditional vs roth ira
September 19, 2022
36 likes

Should You Contribute to a Traditional or a Roth IRA for your future?

Deciding if you should invest in a Traditional or Roth IRA is an involved and important decision. There are many factors such as your income, your tax bracket, your future goals, and your risk tolerance. Continue reading to learn how you can make the best decision for your financial future!

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qualified-charitable-distributin-qcd-tax-planning-retirement-ira
by Matt Ward
Financial Planning
ira Qualified Charitable Distribution Tax Deduction
May 12, 2022
68 likes

​How to Make your Charitable Dollars Work Again

​How to Make your Charitable Dollars Work Again By Matt Ward, CFP®   Are you charitably inclined? The Tax Cuts and Jobs Act of 2017 increased the Standard Deduction for Taxpayers making it much m

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1140-roth-401k-ira-eggs.imgcache.revc8a0006bd7d4a44d0d8e7c40c922dc0b
by Matt Ward
Financial Planning
401 401k ira retired rollover
December 19, 2018
127 likes

Why Rolling Over Your 401(K) After Leaving The Job Is A Good Move

Why Rolling Over Your 401(K) After Leaving The Job May Be A Good Move Have you left a company that offered 401(k) benefits? Read this article for some key considerations after you leave a job. And mak

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