With every new year comes the inclination to start a list of New Year’s resolutions, and while most typically center around health and self-improvement, perhaps it’s also important to make a resolution about your financial health. This is the ideal time to make sure...
What is the best strategy to achieve your charitable giving goals? That question makes some generous people feel uncomfortable. But considering things like long-term charitable giving budgets, estate planning, and tax ramifications doesn’t make your gifts any...
Here are five tips to maximize your giving, just in time for the holidays. 1. Find matching opportunities. Many charities have annual fundraising campaigns with mega-donors who match contributions — sometimes as much as 3:1 — received during specified timeframes....
Deciding when to take Social Security is a key decision in your retirement planning. And while you’ve probably read some “rules of thumb” about claiming your benefits, the truth is that the best time to take Social Security depends on your unique...
Deciding when to take Social Security is a key decision in your retirement planning. And while you’ve probably read some “rules of thumb” about claiming your benefits, the truth is that the best time to take Social Security depends on your unique...
