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Tips for Safe Online Shopping
According to the National Retail Federation, online sales accounted for over $1 trillion of total U.S. retail sales in 2021. (1) Online shopping is especially popular
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Donor-Advised Funds Combine Charitable Impact with Tax Benefits
A donor-advised fund (DAF) is a charitable account offered by sponsors such as financial institutions, community foundations, universities, and fraternal or religious organizations.
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Small Businesses Are Short-Staffed and Overwhelmed
COVID-19 kicked off a severe labor shortage — and the most challenging hiring conditions for businesses in many years. In August 2022, 49% of small businesses reported having job openings they could not fill. (1)
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Year-End 2022 Tax Tips
Here are some things to consider as you weigh potential tax moves before the end of the year. Set Aside Time to Plan
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Members of the Military: Personal Financial Planning
Financial planning is the process that can help you pursue your goals by evaluating your whole financial picture, then outlining strategies that are tailored to your individual needs and available resources.
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