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David Shotwell

Charitable Giving Strategies

Charitable Giving Strategies

For many of our clients, charitable giving is an important part of financial planning. Supporting causes in which you believe can be a very rewarding goal. Traditionally, the tax code has supported charitable giving and encouraged Americans to be generous with their support of non-profit organizations. The tax law changed […]

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What To Do With Stimulus Money

What to do with Stimulus Money

Lately, we’ve had a few discussions with clients centered around their stimulus money and what they should do with it. While most people expect a pretty cut and dry answer from financial planners, these conversations have led to some interesting philosophical discussions around why the stimulus checks were necessary, whether […]

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Required Minimum Distributions

Understanding Required Minimum Distributions

Breaking down the deal with Required Minimum Distributions. After you turn 72 years old, you will need to take a minimum amount out of your traditional IRA accounts each year. This also applies to your 401k or 403b accounts if you are no longer working for the businesses sponsoring those […]

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Starting A Budget

The Steps for Starting a Budget

Are you committed to starting a budget? Budgeting is like dieting. Most of us aren’t good at it. Our brains are wired for instant gratification, not delayed consumption. Making people think about such things can be an uncomfortable part of being a financial planner. I must confess that budgeting does […]

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