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Financial Planning Taxes

Investors must perform a thorough year-end financial review as the year draws close. Whether you're…

Eric McGinleyNovember 22, 2023

Charitable Giving Taxes

A donor-advised fund (DAF) is a charitable giving vehicle administered by a public charity created…

Eric McGinleyNovember 19, 2023

Retirement Taxes

For many, retirement is the phase of life to kick back, relax, and enjoy the…

Eric McGinleyNovember 15, 2023

Financial Planning Taxes

The financial decisions you make between now and the end of the year can significantly…

Eric McGinleyNovember 13, 2023

Financial Planning Women

One challenge Sustainable Finance aims to solve is the advancement of women's health. Sustainable finance…

Eric McGinleyOctober 25, 2023