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Nearly $600 billion was donated to U.S. nonprofits last year — and with the passage of the One Big Beautiful Bill Act (OBBBA), charitable giving rules have shifted in ways that…

The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, was signed into law on December 20, 2019. Now that we have version 2.0 of…

*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE Products and…

*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE credit hours for…

Year-end tax planning in 2025 will be especially important and effective. The OBBBA changes to the tax code and market volatility provide excellent low-risk opportunities and…