Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Did you know money is a leading cause for break-ups and divorce among couples?
From diapers to vacations to groceries, emergency trips to the doctor and more, planning for your financial future is some superhero-level stuff when it comes to family finances.
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.