December 2024

Year-End Giving Strategies

Tax-Efficient Year-End Giving Strategies

For most Americans, as we approach the end of the year, many people look for ways to save on taxes. This is where year-end gifting strategies come into play. You may give charitably to causes and organizations you believe in, or to your children or others. In this article, we’ll cover some smart ways to execute your year-end gifts that could save you on taxes, including potential income tax, capital gains tax, and charitable deductions.

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What Are Some of the Hidden Costs of Retirement

What Are Some of the Hidden Costs of Retirement?

Retirement can bring a lot of joy or stress, depending on how you prepared for it. In this article, we’ll cover some of the hidden costs of retirement that people generally don’t talk about. These costs can blindside you, so you should aim to plan ahead. Be sure to read through to the end to learn about the top hidden cost that most people overlook!

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6 Financial Resolutions To Make Before Retiring in 2025

6 Financial Resolutions To Make Before Retiring in 2025

As we approach the end of the year and the start of 2025, this is an ideal time to reflect on your financial goals and make resolutions that will position you for a successful retirement. In this article, we’ll cover  the top six essential financial resolutions worth considering and implementing in the new year.

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