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03

How might the new tax law impact your charitable donations? In "Tax Code Deductions" by 23 WIFR-TV, financial advisor Matthew Armstrong reviews how the increased standard deduction may impact your ability to itemize those donations.

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29

Brent Brodeski wrote the opinion piece, "Balancing on the founder-successor tightrope," for Financial-Planning.com. He offers insight into frequent founder-successor gaps and how to overcome them.

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26

How do you stay on budget during the holidays? In this interview with WIFR-TV, financial advisor Ryan Monette offers his thoughts on how to not overspend during the holidays.

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20

What should you consider before leaving the workforce for retirement? Financial advisor Allison Alexander offers her thoughts in the article "Five Things to Do Before You Retire." 

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31

Brent Brodeksi was quoted in the article, "Why Building a Multibillion Dollar Firm is Not for the Faint of Heart," on Financial-Planning.com. The article discussed some of the challenges that principals face when growing their RIA into an enterprise firm.

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