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Manage Wealth
New Tax Law Could Benefit You
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed in December 2019. It is one of the largest pieces of retirement legi...
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Manage Wealth
Keeping Clifford Swan Strong
We all face potential loss from natural disasters. Regionally, we endure storms, fires, earthquakes, and floods. In order to give ourselves comfort we...
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Manage Wealth
Balancing Risk and Reward
"The two great risks are risking too much but also risking too little. That’s for each person to decide.” —Jimmy Chin, professional climber “Just taki...
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Institutions
Manage Wealth
Planned Giving Tools for Meeting Your Philanthropic Goals
"Planned giving" is a broad term for charitable gifts made in conjunction with an individual’s financial or estate plan. These gifts are usually infre...
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Manage Wealth
Risk in Retirement
We all define "risk" to our financial well-being in very personalized ways. For some, this risk is not being healthy enough to enjoy the retirements w...
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Manage Wealth
Spring Cleaning for Your Estate Plan
At Clifford Swan, wealth management has always been about more than your portfolio. Please do not misunderstand. Researching companies and carefully s...
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Manage Wealth
How to Build Your Financial Skills and Take Your Seat at the Table
A financial toolkit for young adults who want to embrace the power of money and grow their impact. We are living in a time when young people have more...
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Manage Wealth
Beyond Giving Tuesday: How to Make a Giving Plan and Why You Need One
“Every dollar makes a difference.” We’ve all heard it before, but most of us don’t even know where to begin giving that dollar. Stepping into one’s ph...
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Manage Wealth
How to Use Money as an Extension of Your Political Voice
As women across the country head to the polls for the midterm elections, many of us will also have dedicated time and money as candidates, volunteers,...
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Manage Wealth
How to Make a Budget You Can Stick to With the Easy 50/30/20 Rule
Like the little black dress of financial planning, budgeting is one piece of advice that will stand the test of time. No matter what stage of life you...
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