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    1. Understanding Qualified Charitable Distributions
      As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor. Qualified Charitable Distributions
    2. Rising Turnover? CFOs May Need To Update Their Management Playbook
      A sudden exodus of skilled talent is the last thing an organization needs these days. Businesses must have all hands on deck if they are to accelerate the changes and innovations that will help them compete and move forward. Yet in many companies right now, turnover is exactly what’s happening. Are CFOs and other busin
    3. Down Market? It’s Roth Time!
      The recent chaos in the market, coupled with the most significant sell-off since 1987, has at least one silver lining: if you intend to invest you can invest in a Roth vehicle and recoup gains potentially tax-free. Roth IRAs, and their bigger sister, the Roth 401(k), provide the opportunity for savers to develop invest
    4. For CFOs, Overcoming The Talent Imbalance Means Focusing On Emerging Potential
      Leadership concept. Red plane taking a different direction while the white planes are going straight.
    5. 3 Things Student Loan Borrowers Need to Know About Biden's 12 Month "On-Ramp" to Repayment
      Student loan payments have officially restarted after three-and-a-half years, as the COVID-19 payment and interest pause has come to an end. In an
    6. Kids and Money: Financial lessons from Mom and Dad
      I’ll never forget what my father taught me about credit cards in the days after graduating from college. Since I was an authorized user on his card,
    7. Suggested Headlines:Real Estate Radar: Why
      Looking to buy your first home? Discover why Indianapolis is a top city for first-time homebuyers with affordable housing and a thriving economy.
    8. The Fed Is Hiking Interest Rates. Should That Change Your Investment Strategy?
      The Federal Reserve just approved its biggest interest hike rate since 2000. On Wednesday, the Federal Open Market Committee — the Fed’s monetary
    9. The elimination of the Stretch IRA: 7 strategies to consider
      It used to be that you could leave your IRA to your children after you die and they could stretch the taxable withdrawals out of that IRA account over
    10. Holiday Hangover: How To Budget At The Start Of The New Year
      A fresh year doesn’t need to start with guilt or panic; it can start with clarity, control, and a plan that actually feels doable.