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Michael J. Jungen, ChFC, CFP Financial Adviser
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How long will my current life insurance proceeds last?
How much am I spending?
How much retirement income might my 401(k) provide?
What are my needs for burial and final expenses?
Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.