SECURE Act 2.0: An Overview
Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
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Can You Take Advantage of a Net Unrealized Appreciation (NUA) Strategy?
This article will explain what an NUA strategy is, its potential benefits, and how it works for investors.
Your Guide to Year-End Charitable Giving
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.
Giving Season Has Arrived! Here's 5 Ways to Maximize Your Year-End Giving Strategy
As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.
Exciting Announcement! MARIGNY deMAURIAC CFP®, AAMS® passed the ABFP® Exam
A Message from MARIGNY deMAURIAC CFP®, ABFP®, AAMS®
Social Security and Your Spouse
Did you know that you can claim a spousal benefit for social security? We detail a few important situations where you can claim spousal benefits for social security, even if you're widowed or divorced.