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  • Our Story
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Business, Financial, Planning, Taxes
Tax Day Considerations
  • Posted By ThriveFinancial
  • on April 11,2021

Covid-19 created financial challenges for many. Find out how it may affect your April 15 tax deadline.

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Financial, Investing, Planning, Taxes
Your Story, Your Financial Strategy: Guidance to help you pursue your goals
  • Posted By ThriveFinancial
  • on June 19,2020

Your values, your passions, and your goals are exclusive to you. Despite the varied paths we take, all of us share a common goal: ensuring a secure financial future for ourselves and our loved ones. I’m here to help you navigate the unique complexities of financial challenges, so you can spend more time doing the things you love most.

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Taxes
Tax Laws Have Changed Charitable Giving
  • Posted By ThriveFinancial
  • on October 25,2019

Donation Strategies for Charitable Giving and Tax Savings

The 2017 tax law brought substantial changes that can affect charitable giving, so make sure you understand how it may impact your donation decisions. The Tax Cuts and Jobs Act of 2017 might have you asking whether you should modify your plans for giving to the causes you support. Read on to learn what to consider when re-evaluating your donation strategies.

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Recent Posts
  • Outlook 2022
  • Financial Planning for Women
  • Handling Retirement Shortfalls
  • Tax Day Considerations
  • Your Story, Your Financial Strategy: Guidance to help you pursue your goals
Categories
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  • Financial
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  • Opinion
  • Planning
  • Retirement
  • Taxes

 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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