Author: Kirsten Roeber, CFP

Year-End Financial Planning & Deadlines

December 1st is a great time to review important year-end deadlines and strategies that may benefit you. We have tried to limit the list to the items that may be of interest to most people. We recommend discussing specific strategies with us and consulting your...

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Exceptional Charities rated by Charity Navigator

The exceptional charities on this list execute their missions in a fiscally responsible way while adhering to good governance and other best practices that minimize the chance of unethical activities. Each has earned perfect scores for its Financial Health and its Accountability & Transparency. Those two scores then...

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