Are You Too Young for Retirement Planning
One of the most important things you can do for your future is to plan for your retirement. Retirement can
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Retire Ready: What You Need to Know About Your Finances Before Retirement
If you intend to retire within the next ten years or so, there are a few crucial steps to consider taking to ensure that you have everything you need to live a comfortable retirement lifestyle
The Impact of Inflation on Your Personal Economy State of Affairs
Yesterday’s news was ugly, really ugly! Inflation rose at a year-over-year rate of 8.5%. Core inflation (food and energy removed) rose at
What You Need to Know About Charitable Giving and US Tax Deductions
Giving wisely is better than throwing caution to the wind. Get your tax-wise strategies in gear; charitable giving and US tax deductions can be complicated.
It’s not too late! 3 Strategies to Reduce Your 2021 Tax Burden
It’s not too late to take advantage of a few ‘after year’ strategies to reduce your tax burden for 2021.
How W-2 Employees “Do Well By Doing Good” Interview with Bill Lloyd
The last two years have been brutal for nonprofits. Due to the contracted economy and Coronavirus, nonprofits are working harder
At the end of the day…How will you be remembered?
You’ve worked your tail off your whole life. You’ve done your best, raised your kids right, coached little kids, gave
If you don’t like your children…leave them your retirement plan.
For many Americans, the majority of their wealth is found in their home, a few investments, and their retirement plan.
The Integration of Retirement Income and Cash Flow Planning and Charitable Structures
For almost 100 years, Americans have integrated philanthropy and retirement planning through the use of charitable vehicles. Several of these