November 13, 2024 | Financial Planning
Year-End Charitable Gifting and You
Are you making charitable donations at year’s end? If so, you should know about some of the financial “fine print” involved, as the right moves ...
Learn MoreYear-End Charitable Gifting and You
Are you making charitable donations at year’s end? If so, you should know about some of the financial “fine print” involved, as the right moves could potentially bring more of a benefit to both you and your chosen charity.
Keep in mind, this article is for informational purposes only and is not a replacement for real-life advice. Make sure to consult your tax, legal, or accounting professionals before modifying your charitable gifting strategy.
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Blogs for Financial Planning
November 6, 2024 | Financial Planning
Women’s Progress in Wealth and Retirement Planning
In recent years, women have made significant strides in financial empowerment and retirement planning. More women than ever are managing their own finances, planning for ...
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November 4, 2024 | Financial Planning
Understanding the New Rules for Required Minimum Distributions (RMDs)
With recent changes to the rules around Required Minimum Distributions (RMDs), it’s important for anyone with retirement accounts to stay informed. The regulations now impact ...
Learn MoreOctober 30, 2024 | Financial Planning
Strategic Charitable Giving: Aligning Donations with Your Core Values
Charitable giving is a great way to make a difference in the world and support causes you care about. But how can you make sure ...
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October 9, 2024 | Financial Planning
Global vs. International: What’s the Difference?
With international stock markets comprising about 40 percent of the world’s capitalization as of 2023, a broad range of investment opportunities exist outside the borders ...
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October 7, 2024 | Financial Planning
Women and Financial Strategies
Nearly 60% of women take the lead in managing their household finances, yet only 19% of women feel very confident in their ability to fully ...
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September 25, 2024 | Financial Planning
6 Documents You Need to Preserve Family Legacy
Leaving a lasting legacy for your family requires smart planning now. Intergenerational wealth transfers can create havoc within the family if not handled correctly. We ...
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September 9, 2024 | Financial Planning
Jackson Hole: The Time Has Come for Policy to Adjust
Now the only question is, “How much will short-term interest rates drop in September?” At his annual speech to global central bankers in Jackson Hole, ...
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August 23, 2024 | Financial Planning
What Can You Buy With 529 Distributions?
Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college saving plan can help. And they’re not ...
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August 16, 2024 | Financial Planning
Summertime Checkup
Summer’s here, and the time is right for vacations, outdoor activities, and fun. It’s also a good time to consider a few financial matters. Here ...
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