Everyday Wealth

Episode 43: End-of-year ‘to-do’s’ – Medicare and charitable giving

Oct 22, 2022
Learn about the intricacies of Medicare enrollment decisions and the importance of making informed choices. Discover how charitable giving can benefit both charities and your personal finances, along with tax-efficient strategies like donor-advised funds. Dive into the world of strategic charitable giving and estate planning for a lasting philanthropic legacy.
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