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Make charitable contributions before end of year

By Allyn Hughes, CFP®, ChFC®, CLU®, CAP® 2017 is a very good year to make gifts to not-for-profits.  If the new tax legislation passes, two important changes will occur for individuals and families: 1) their standard deduction will double to $12,200 for single filers and $24,400 for j
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403(b) accounts: Shortcomings and possible workarounds

This article was originally published in the business section of The News Tribune Sunday April 3, 2016. BY GARY BROOKS, CFP Significant progress is being made on two important elements of investing. A new fiduciary standard requiring stock brokers and insurance agents to act in the be
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  • Young woman dropping coins in jar as a form of retirement savings.

Strategies to keep more of your investment earnings

This article was originally published in the business section of The News Tribune Sunday September 11, 2016. BY GARY BROOKS, CFP® Capital gains have returned to many types of investments this year, presenting an opportunity for some investors that is often overlooked but potentially r
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  • The word GIVE spelled out on clothespin clipped cards to remind us to be generous during the holidays.

Charitable giving: Strategies for being more efficient and effective

This column was originally published in the Tacoma News Tribune Business section Sunday November 6, 2016. By Gary Brooks, CFP® Giving season is upon us but not only in the form of thanks or holiday gifts. It is also prime time for charitable giving. As we move toward the close of the
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