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The Importance of Giving - Parsec Financial

Tax Implications of Charitable Giving

For many people, charitable giving – either by giving money or time – is an important personal value. For those of you who already have charitable intent, then a bit of planning will ensure that your gift is optimized from a tax standpoint, which is a true win-win for both you and the charity you choose to support. 

The Importance of Crafting Your Financial Plan

I’m big into rowing – I’ve competed in quite a few boat races as the coxswain. For non-rowers, it’s pronounced “cox-en” and as Business Insider puts it I’m the “motionless member in the back of the boat.” But don’t let that fool you – even though I’m not powering the boat, I’m playing an important role steering it and directing my teammates.

How to Survive the Elder Financial Abuse Epidemic

Elder financial abuse is the illegal, improper or non-consensual use or taking of an older adult’s funds, property or assets either in a relationship where there is an expectation of trust…

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Four Tips for this Year’s Medicare Open Enrollment

If you’re over 65, Medicare open enrollment is here (October 15 – December 7) so here’s a quick checklist of things to consider during this season of open enrollment…

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