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Planned Giving
> Articles and Insights
Sunday June 22, 2025
Articles and Insights
Click below to explore articles and insights on financial planning news and trends.
Personal Planner
Gift Tax Surprise
Bill: "Every year I pay income tax. And when I pass away my estate will owe...
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Washington News
Energy Credits Available for 2025
The House and Senate are working on a major tax bill. Both the House and...
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Savvy Living
Does Medicare Cover Annual Physical Exams?
Does Medicare cover annual physical exams? I have gotten a physical every...
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Finance News
Kirkland's Posts Earnings
Treasury Yields Fluctuate
Mortgage Rates Trend Lower
