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/ From XYPN Members (4)
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Qualified Charitable Distributions (QCDs) – Tax-Efficient Charitable Giving
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Good Financial Reads: 4 Key Tax Planning Insights From Financial Advisors
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Debt is Stealing From Your Future
Financial Advisors
Good Financial Reads: When to and How To Reduce Capital Gains Taxes
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Brokered CDs Explained! (Earn Up to 5% Interest!)
Financial Advisors
Good Financial Reads: How To Prepare and Succeed for All Tax Filings
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A List of Dumb Things I’ve Done With Money
Financial Advisors
Good Financial Reads: How to Understand Your Risk Tolerance and Plan for Change
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2022 Was Tough for Investors, Will 2023 Be Better?
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Good Financial Reads: How To Use Equity Compensation, Pre-IPO and Acquisitions
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The Beginner’s Guide To Mutual Funds
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Good Financial Reads: How To Set Up Your Child With Special Needs for Success
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Counterintuitive Lessons from a Downturn
Financial Advisors
Good Financial Reads: How To Use Economics, Automations, and Context for Personal Finance
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