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Sep 21, 2020

Let’s End 2020! But don’t forget year-end tax planning!

Spend some time now getting your 2020 tax picture in order. In just a few months, 2021 will arrive. Here are several things to consider before the calendar turns over.

Dec 11, 2019

Year-End Contribution Deadlines

Do you have a Schwab or Fidelity Charitable account? Here are your year-end contribution deadlines.

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AUTHORS

Elaine E. Bedel, CFP®

CEO and President
Executive on Loan

Evan D. Bedel, CFP®

Owner and Director of
Finance & Strategy

Kate Arndt, CFP®

Financial Planner

Meredith Carbrey, CFP®

Sr. Wealth Advisor

Ryan A. Collier, CIMA®

Sr. Portfolio Manager and Director of Investment Management

David Crossman, CFA

Sr. Portfolio Manager

Anthony Harcourt, CIMA®

Portfolio Manager

Kathryn J. Hower, CFP®

Sr. Wealth Advisor and
Director of Financial Planning

Jonathan Koop, CFA

Sr. Portfolio Manager and
Manager of Investment Management

Sarah Mahaffa, CFP®

Sr. Wealth Advisor and
Manager of Financial Planning

Austin Stagman, CIMA®