Strategic Giving: Think Beyond Cash
November 25, 2019 -With the holidays upon us, many of us look for ways to combine the desire to help others with the desire to save on taxes.
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Managing wealth is a complex and ever-evolving subject. Here you will find independent insights into the markets, articles and research on wealth management strategies and tactics, and financial assessment tools to explore.
With the holidays upon us, many of us look for ways to combine the desire to help others with the desire to save on taxes.
Waiting until this time of year to do our individual tax planning is an annual event for many of us.
How to avoid the mistakes that can reduce income security
Rules of thumb may be too high for affluent retirees with high savings rates, but healthcare costs are a major swing factor.
Addressing portfolio problem spots often involves a tax bill; here is how to avoid paying extra and possibly even save.
Here is a simple system to help you break down the choice.
Some funds are likely to make big payouts again this year, but you do not have to take them lying down.
Helpful guidance for key discussion points with your children.
What helps improve your portfolio can also increase the taxes you owe.
Learn the basics and evaluate your choices.
The ‘right’ glide path depends on what you are trying to achieve—and your attitude toward risk and volatility.
Congress’ next “pay-for” is not as significant as it seems at first glance.
Consider the pros and cons of using Roth IRAs for college savings.
Many people put off creating a long-term-care plan. This step-by-step guide can help you get over inertia, dread, or both.
Take a closer look at your portfolio with these helpful tips
Key steps to consider as you approach retirement
Overcoming common missteps on the road to retirement success
We must dig a little deeper to assess the true need.
