Author: Kara Duckworth, CFP®, CDFA®

Kara Duckworth, CFP®, CDFA®

Countdown To TCJA Expiration: Tax Strategies for 2024 and Beyond Webinar

September 30, 2024

A woman rethinking retirement

Rethinking Retirement for Women

July 30, 2024

A Couples Discussing Managing Finances

Building a Financial Future Together: Essential Tips for Couples

July 15, 2024

Family discussing legacy to pass on values, not just assets

Crafting Your Legacy to Pass on Values, Not Just Assets

June 5, 2024

Financial Planning for a Non-Traditional Family

Yours, Mine, and Ours: The Importance of Financial Planning for Blended Families

April 3, 2024

Woman sitting in front of laptop

Connecting the Dots on your Wealth Plan

January 18, 2023

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Is There a Threat to the Dollar From a New BRICS Currency?

October 9, 2024

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Guidance for Business Owners: Beneficial Ownership Information Reporting Requirements

October 8, 2024

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Consider a Trustee’s Responsibilities When Choosing One

October 8, 2024

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