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  • Winter Park Office
    601 N New York Ave Ste 102 Winter Park, FL 32789-3103 T: 407.636.5790 F: 407.636.5797
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Reasons to give appreciated stock
Giving appreciated equity can be a gift for both you and your favorite charity.
Estate & Giving
The appeal and reality of multiple home ownership
Important rental, tax and retirement considerations to consider.
Family & Lifestyle
Read
Read
Take inspiration from retirement lifestyles around the world
Hardly universal, retirement is colored by cultural expectations worldwide.
Retirement & Longevity
Give wisely to maximize your charitable impact
Contribute to the causes you care about with strategies that match your intentions.
Estate & Giving
Businesses hoarding workers? Say what?
10/14/2022
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
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  • Winter Park Office 601 N New York Ave Ste 102 Winter Park, FL 32789-3103
  • T 407.636.5790
  • F 407.636.5797
  • Map & Directions
  • Map & Directions
  • Tallahasse Office 1616 Metropolitan Cir Ste B Tallahassee, FL 32308-3779
  • T 850.841.9225
  • F 407.636.5797
  • Map & Directions
  • Map & Directions
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