Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.