We can’t control the future. But we can have some control over the present. By talking with your family about the current state of your finances, your future plans, and your wishes for your estate after you’re gone, you’ll help everyone put their best foot forward and prepare for whatever is to come.
Rebalancing your portfolio as you get closer to retirement is one of those financial upkeep tasks that goes undone for many investors each year. Some don’t know how to rebalance their portfolio or even that they should be doing it. Others just can’t decide what the best asset allocation is for their age.
Setting up an expansive and secure estate plan can be difficult, time consuming and incredibly confusing. With such large values of property at stake, everyone wants to make sure their wishes are set in stone and that minimal money is lost in the process.
Charitable giving is typically focused around the most generous time of year—the holidays. Here’s how to use your charitable giving strategy to make giving a year-round habit, not a once-per-year task.
A charity may have the best of intentions yet still inefficiently spend its donations. Learn how to research a charity’s efficacy and see where your charitable dollars are really going.
Doing good doesn’t happen overnight—writing a check to charity once a year is no longer enough for a successful charitable and financial strategy. Creating a strategy for charitable giving requires some thought, but by following these six steps, you can put your charitable giving plan on the path to success.
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