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Financial Planning
March 11, 2024, 11:34 am
The transformative power of giving: nurturing your wealth for a purposeful legacy
Charitable giving emerges not merely as a financial strategy but as a powerful tool to shape legacies, foster positive change and leave behind a meaningful imprint on society.
By
Scott E. Tobe
March 11, 2024, 10:42 am
Judaism and financial planning
Judaism and financial advising both place great emphasis on the future.
By
Ari Goldberg
March 11, 2024, 10:28 am
Make an impact through planned giving
Making a legacy gift can have significant tax advantages, but it can also involve your family in participating in philanthropy during your lifetime.
By
Roi Mezare
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