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charitable giving

Exceeding Investors – How to Maintain Financial Health and Wealth

Estate and Charitable Planning, financial tips, General Information, Retirement Planning, Tax Information / By

Our goal is to ensure that when our clients retire, they feel comfortable and confident in their retirement. This confidence is mainly due to their years of saving, investing, and maintaining discipline as it relates to financial well-being.  Deferring their earnings in a tax-advantaged way, keeping a diversified investment allocation in good and bad markets, …

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Are you Charitable or Philanthropic?

About WPC, Company Information, Estate and Charitable Planning, General Information / By

Charitably inclined means you give time, energy or resources to known organizations that are near and dear to your heart.  For example, charitable giving can include annual donations to a camp or university that really impacted your life or volunteering at a local food pantry or shelter for victims of domestic abuse.  Here is an …

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