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Year-End Charitable Giving: Q&A with Malcolm Butler
The final months of the year are a natural checkpoint. It’s a good time to align your giving with the causes you value and with your broader financial plan. Being intentional about timing and method helps you support organizations effectively while keeping your overall plan on track.
Year-End Financial Planning: Key Dates and Deadlines
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Although it’s only November, the end of the year will arrive before we know it. Between holidays and travel, the last few weeks of the year can fill up quickly. For clients considering planning opportunities before year-end, it’s important to start the process early.
TFG Spotlight: Kyle Powers, CFP®, AIF
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Kyle Powers’ career began in the U.S. Navy, where he learned that leadership and accountability aren’t just professional skills—they’re personal commitments. After eight years on active duty and continued service as a Captain in the Navy Reserve, those same principles guide his work at The...