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Blog

Mark Durham | Mar 20, 2025

Financial Planning in Today’s Fast-Paced World

Financial Planning

In today’s fast-paced environment, careful financial planning is crucial when it comes to growing and preserving your wealth. The decisions you make today could

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Mark Durham | Jan 31, 2025

How To Factor Taxes Into Your Retirement Planning

Retirement
tax planning
Financial Planning
Planning for retirement isn't just about saving money; it's about living comfortably on what you've saved. Don't let surprise tax bills diminish your nest egg
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Mark Durham | Jan 31, 2025

What’s New for RMD Requirements

RMD
Retirement
This article overviews RMD requirements and how to circumvent IRS penalties.
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Mark Durham | Dec 31, 2024

Think You Know Retirement? Take Our Five-Question Quiz

Retirement
Think you know the ins and outs of your retirement accounts? Test your knowledge with our five-question quiz.
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Mark Durham | Dec 31, 2024

Death and Taxes: What to Know About Estate and Inheritance Taxes

Estate Plan
tax planning
Curious about estate and inheritance taxes? Learn how these taxes work, who pays them, and strategies to minimize their impact, ensuring you can leave more to
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Mark Durham | Dec 11, 2024

Outlook 2025: Pragmatic Optimism

market insights
markets
market outlook

Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again. Stocks

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Mark Durham | Nov 27, 2024

Make the Most of Your Tax Write-Offs for Giving Tuesday

tax planning
charitable giving
This Giving Tuesday, make your donations count! Our latest blog shares quick tips on making the most of your charitable contributions and tax deductions. Giving
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Mark Durham | Nov 27, 2024

New Year, New Giving: Mapping Out Your Charitable Gifts for the Year Ahead

charitable giving
As the year comes to a close, it's the perfect time to reflect on your values and make a meaningful impact. Discover how charitable giving can transform your
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Mark Durham | Oct 30, 2024

The Power of Purposeful Giving: Tax Planning Insights for Charitable Deductions

tax planning
charitable giving

Charitable contributions are personally rewarding and also have the potential to be tax-saving opportunities. A donation is a gift, such as cash or property

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Mark Durham | Oct 7, 2024

The Early Bird Advantage: Why Timely Year-End Planning is Essential

Financial Planning

Every year, the holiday season sneaks up on us and, before we get to turn around, it’s over. This frenzied time of year is filled with shopping excursions and

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Mark Durham | Oct 7, 2024

How Charitable Giving Can Bolster Your Estate Plan Before the Tax Cuts and Jobs Act Sunsets

Estate Plan

In 2017, the passing of the Tax Cuts and Jobs Act (TCJA) offered many different taxpayers a variety of benefits including changing deductions, depreciation

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Mark Durham | Sep 11, 2024

Turning Fortune into Financial Freedom: A Beneficiary’s Guide to Handling an Inheritance

Navigating an inheritance can be daunting. From cash to properties, understanding the process is key. This guide helps beneficiaries make informed decisions and
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  (817) 681-8609

 mark.durham@lpl.com

       

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