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Scott Frank
Jun 5, 20242 min read
Is Giving to a Donor-Advised Fund Worth It?
Donor-advised funds (DAFs) have emerged as a pivotal tool in charitable giving, offering a blend of tax efficiency, strategic planning,...
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Scott Frank
May 22, 20242 min read
Should I Invest in My Health Savings Account?
Health Savings Accounts (HSAs) have emerged as a crucial tool for managing healthcare expenses and optimizing tax savings, especially for...
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Scott Frank
May 13, 20242 min read
What Should You Do With Your Stock Portfolio?
Are you emotionally attached to your stocks? While it may seem silly, we place strong emotional ties to our investments. Eventually, this...
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Scott Frank
May 12, 20242 min read
What Should You Do With Your Pile of Cash?
Is your cash currently withering away under inflation? The age-old advice of stashing your money under the mattress does not hold any...
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