AT FIRST GLANCE, IT MAY SEEM ODD TO CONSIDER DISTINCTIONS BY GENDER WHEN IT COMES TO FINANCIAL PLANNING. AFTER ALL, …
High-Net-Worth Individuals and Charitable Giving.
Benevolence does not have to come at the expense of tax savings. LET’S BE CLEAR: CHARITABLE GIVING IS A STANDALONE …
Small Business Financial Planning
RUNNING A SMALL BUSINESS CARRIES WITH IT UNIQUE FINANCIAL PLANNING CHALLENGES, WITH MONEY CONCERNS AN ONGOING BURDEN FOR THOSE WHO …
The Lifetime Gift Tax Exemption and Annual Gift Tax Exclusion
There are tax-free limits on what you can gift in a year and during your lifetime. While it may feel …
How Tax-Loss Harvesting May Help Lower Your Tax Bill
A volatile year in the financial markets can create opportunities for reducing your taxable income. Many investors use the closing …
Gifts & Taxes: What to Know Before You Give
You can be generous with your loved ones during the gift-giving season without running afoul of the rules. One way …
Tempted to Tap Your 401(k)? Ask These Questions First
Early withdrawals from retirement accounts are not only costly, but they can also disrupt your financial future. Think about the …
How Is Your Retirement Savings Progress?
Are you on track to meet your goals? As you save for retirement, it helps to have an occasional “reality …
Do You Consider Taxes as You Invest?
A few astute moves could help promote a better after-tax return. As you weigh risk vs. return, you may risk …
Why Retirement Planning Is So Vital for Women
They face a heightened retirement savings challenge. How critical is it for women to build retirement savings? At least as …