As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.

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Since the S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

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Have you ever set a financial goal for yourself with the best of intentions, only to find yourself derailed...

This article will help you understand the complexities of inheriting wealth—and why you need a strategy.