Daniel R. Peterson

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How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

 

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Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

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Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.