Client Updates: 7.12% Savings Bonds / Charitable Giving 2021 Deadlines

As the year comes to a close, I wanted to call your attention to a few time-sensitive year-end financial planning actions, including I Bonds and charitable giving deadlines via a donor advised fund (“DAF”), as well as scam and fraud attempts and emergency preparedness.

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Money Matters: How to Buy Peace of Mind and Beat Inflation With Everyday Goods

In this month’s edition of “Money Matters,” Scott Oeth talks about how to plan for emergencies—both in your pocketbook and your pantry. Learn more about how you can prepare early and help set your mind at ease if times get tough.

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