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Qualified Charitable Contributions for 2019

Published December 17, 2019 | By Amy Groshong Walls, CFP, RICP, CRPC

We are nearing the end of 2019 and the opportunity to give for this year. If a person has reached the…

Published December 6, 2019 | By Amy Groshong Walls, CFP, RICP, CRPC

Every new year brings a fresh beginning, this can be just as true now as it ever was. In 2020, expect…

Published December 3, 2019 | By Amy Groshong Walls, CFP, RICP, CRPC

Holiday shopping is underway for many with “Black Friday” and “Cyber Monday” already behind us. One small question you might ask…

Published November 25, 2019 | By Amy Groshong Walls, CFP, RICP, CRPC

More often than not, whenever a presidential election year is underway, you will hear a lot of news anchors and financial…

Published November 18, 2019 | By Amy Groshong Walls, CFP, RICP, CRPC

The 2020 contribution and benefit limits have been released by the IRS. The contribution limit for employees who participate in 401(k),…