By Thomas Dettre
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I am honored to be featured in the latest issue of the University of Vermont quarterly alumni magazine, Vermont Quarterly, in a piece about the benefits of donating appreciated stock and other investments. See link below to the piece.
planned giving page (VQ November 2018)
Five Questions about Long-Term Care
June 23, 2019
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May 31, 2019
Test Your Knowledge of Financial Basics
April 27, 2019
The Benefits of Tax-Advantaged Savings Vehicles
March 27, 2019