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Daily Archives: April 20, 2021

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Charitable Giving in 2021

Charitable Giving, New Year/End of Year, Personal Finance, Tax, VideoBy Editorial TeamApril 20, 2021

Tax Consultant Jessie Thomas, CPA, provides some considerations for donating to charitable causes in 2021, including deductions if you are unable to itemize, deduction limits on property, and the benefit of a donor-advised fund.

Misconceptions on Social Security Benefits

Case Study, Featured, Nearing RetirementBy Editorial TeamApril 20, 2021

The “Money Talks” hosts take a closer look at Social Security this week in our case study. Turns out, most investors ages 55-65 have a lot of misconceptions about Social Security benefits, including when to begin taking them.

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