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charitable contributions
Retirement Planning

Tuesday Tips – Tax-Efficient Charitable Giving

In this week’s Tuesday’s Tips, I share five ways to make your charitable giving more tax efficient. Please watch the video to learn more.

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tips for women over 50
Financial Topics for Women

Financial Tips for Women Over 50: Securing Your Future with Confidence

20 essential financial tips for women over 50 to help them navigate this life stage with confidence and make more informed decisions.

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five favorite reads teach kids about money
Favorite Reads

Apprise’s Five Favorite Reads for the Week of July 16, 2023

Our five favorite reads from the past three weeks. Plus: Start Teaching Your Kids About Money!

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Popular Posts

Beneficiary Designation Checklist

Naming a beneficiary to your account is a simple, effective, and flexible way to keep your assets out of probate after death. Use this checklist to make sure your accounts have correctly designated beneficiaries.

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Beneficiary Designations