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Should I Use a Donor-Advised Fund When Giving to Public Charities?

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Wondering if using a Donor-Advised Fund (DAF) is the right decision for your charitable giving? Follow the flowchart!   CLICK HERE to download this flowchart!   …

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As summer ends and students head back to their K-12 classrooms, school-related expenses are on the horizon! Hidden… t.co/Vn4Jxf0SHV

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In this week’s recap: Mixed week for markets; jobs on the rise. t.co/iYEQ3VTNLf #financialplanning #Denver

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August 2, 2022
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August 1, 2022
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In this week’s recap: Markets rally; earnings better than expected. t.co/Vu2hzb60dW #financialplanning #Denver

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July 27, 2022
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Make sure you don’t fall into this trap! #money #personalfinance #WednesdayWisdom

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July 25, 2022
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Copyright © 2022 Wisdom Wealth Strategies, LLC. All Rights Reserved.
Wisdom Wealth Strategies, LLC is an SEC-registered investment adviser. Our firm is notice filed in Colorado and Texas, and may be exempt from notice-filing in other jurisdictions where we serve our clients.


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