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Blog

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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Mark Durham | Sep 11, 2024

Elevate Your Retirement Savings: What to Do After Maxing Out Your 401(k)

401(k)s
Retirement
Maxed out your 401(k)s and wondering what's next? You're not alone! Here, we dive into a variety of investment strategies to help you continue building your
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Mark Durham | Feb 28, 2024

Crossing the Bridge to a Satisfying Retirement

One of the more important—and hopefully enjoyable—events you will face in life is retirement. After spending many years building your career, you have likely

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Mark Durham | Feb 28, 2024

The Ultimate Guide to Navigating Tax Filing Season

The federal income tax filing deadline isn’t until April. However, the start of tax season is nearly upon us. Here are some tips for navigating the tax filing

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Mark Durham | Feb 28, 2024

Inflation and Its Impact on Markets and Portfolios

In the ever-evolving world of finance, staying abreast of economic indicators is crucial for investors looking to make informed decisions. One such key

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Mark Durham | Feb 28, 2024

Beneficiaries and the Importance of Yearly Reviews

Some may fastidiously plan the path they want their assets to take but not give their beneficiary information the attention it needs and deserves. Designating

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Mark Durham | Jan 23, 2024

Gen Xers: “Can I Afford to Retire on My Terms?”

As Generation X, often referred to as the "forgotten generation," inches closer to retirement, a unique set of challenges and concerns emerges. Born between

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Mark Durham | Jan 23, 2024

The Best Investment: Teaching Your Children to Save and Invest

A 2022 Gallup Poll found that 58% of all adult Americans own stock. The top 1% owns more than half the total amount invested among those who own stock. 1 Making

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  (817) 681-8609

 mark.durham@lpl.com
   

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