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Daily Archives: December 6, 2024

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In the News: Gifting with purpose: Maximize the impact of your gifts

Featured, In The NewsBy Editorial TeamDecember 6, 2024

As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how thoughtful planning today can create opportunities for tomorrow. He explores how to make the most of your gifts for 2024, from maximizing tax exclusions to funding 529 Plans and retirement accounts.

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