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    97 Lackawanna Ave., Suite 101 Totowa, NJ 07512-2332 T: 973.826.8800 F: 973.256.8688
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Giving with purpose – and planning
How bunching your charitable donations can maximize tax savings.
Estate & Giving
Milestone moment? Time to review your estate plan

From moving to marriage, these major life events warrant a check-in.

Estate & Giving
Read
Read
The impact of donating appreciated stock
Giving appreciated stock can be a gift for both you and your favorite charity.
Estate & Giving
Future-focused communication can help your heirs flourish
Set your loved ones up for success with honest dialogue and a thoughtfully crafted planning framework.
Estate & Giving
Giving well when you decide to give
Saving well, spending well and investing well are essential to a financially sound lifestyle, but for those inclined toward philanthropy, giving well should garner similar consideration.
Estate & Giving
Read
Make your files findable when you leave them to your heirs

Living life and facing death can be liberating – and it doesn’t have to be hard.

Estate & Giving
Read
Mastering a significant wealth event
Whether sudden or planned, the right steps can help you take charge of your newfound assets.
Family & Lifestyle
Read
New tax law makes 2025 a strategic year for giving
Highlighting key provisions for itemizers, non-itemizers and corporations.
Estate & Giving
In meaningful memory: Donor advised funds as living legacies
Grief can be a galvanizing force for good, and DAFs can make it easier to channel that generosity while honoring a life.
Estate & Giving
Should your estate plan address addiction?
Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision.
Estate & Giving
Leveraging your IRA for charitable giving
How to make a meaningful impact with your RMDs.
Estate & Giving

Add common financial sense to your life

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complimentary portfolio review

  • 97 Lackawanna Ave., Suite 101 Totowa, NJ 07512-2332
  • T 973.826.8800
  • F 973.256.8688
  • Map & Directions
  • Map & Directions
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

CFS Investment Advisory Services LLC is a Registered Investment Advisor ("RIA"), located in the State of New Jersey. CFS is registered with the SEC. CFS Investment Advisory Services provides investment advisory and related services for clients nationally. CFS Investment Advisory Services will maintain all applicable registration and licenses as required by the various states in which CFS Investment Advisory Services conducts business, as applicable. CFS Investment Advisory Services renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.