Year-end planning is especially important for existing retirees and those hoping to retire in the next few years. There are tax and income strategies you might consider regarding your financial assets.
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Charity and philanthropy are two terms related to giving that are often used interchangeably, even though they differ. While the difference is subtle, it is essential to understand the differences between charity and philanthropy in terms of giving, as well as the pros and cons of each.
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Although achieving your financial goals is more challenging than following a step-by-step recipe, a few common ingredients and preparation methods may help improve your ability to manage financial resources. Here is one recipe for a tasty Financial Dish.
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A good financial professional is necessary when it comes time to manage your portfolio and work toward your financial goals. Financial professionals may differ in their approach to certain financial products and goals.
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If you have reached or are close to full retirement age, weighing if and when to retire may feel overwhelming. After all, you’ve likely dedicated decades to your work to arrive at this juncture.
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The Social Security system has long been a cornerstone of retirement planning, providing a safety net for millions of Americans who have paid into the program throughout their working lives.
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When your confidential information is breached, it can lead to serious consequences such as loss of trust, financial loss, and even physical harm. Take steps to protect yourself.
Tax filing season can be a stressful time for many individuals. Dealing with the IRS and ensuring compliance with tax regulations can seem daunting. However, with proper preparation and a proactive approach, you can navigate the tax filing season with confidence.
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Financial education is constantly evolving. As investments, financial priorities, and the economy change, so do financial strategies and plans. To stay on top of your retirement and ensure that you are on your way toward your financial goals, it’s vital to keep up with your financial education and awareness so that you will be able to make appropriate decisions regarding your financial future.
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A financial consultant can give you objective advice on how to manage your money. They can help you create a plan that matches your financial goals, whether you want to save, invest, or spend.
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As we approach the last quarter of each year, it is a good time to plan for the next one. Year-end planning is especially important for existing retirees and those hoping to retire in the next few years.
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If you are unsure when to start your Social Security claim, here are a few questions that may help you determine if it is time to make a claim or if you should delay a little longer.
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Philanthropic giving addresses the root cause of social issues and requires a more strategic, long-term strategy.
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We all want to grow in our careers; after all, no one wants to be stuck in the same job for years and years. Consider these goal-setting strategies.
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Discussing charitable giving with family members helps them to understand how meaningful it is to you is an import part of developing your legacy.
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When it comes to saving and investing as a business owner, there are other paths you could consider for the long run without so much emphasis on the short term.
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Organizing your financial life can seem daunting at first, so here are 6 ideas to help you get started.
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If you're considering giving back to society or a cause as part of your financial planning, there are many ways you can do so.
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A call to action for Generation X to improve their retirement readiness. Despite being in their prime earning years, a significant number of Generation X are facing a retirement savings crisis.
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By embracing true collaboration, companies can unlock their full potential and work towards greater results than ever before.
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