Are Qualified Charitable Distributions Right for You?
Are Qualified Charitable Distributions Right for You? It’s always great when you find a tool that can do two jobs at once. Do you want to save on taxes? Is charitable giving one of your...
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How to Maximize Your Impact with a Donor-Advised Fund
Many of us have causes that we care about and charities that we want to support. And it’s been found that making charitable donations, be they donation of your money or your time, makes us...
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Retire Early with the Rule of 55
The IRS has a lot of rules, as anyone who has ever tried to do their own taxes knows! And most of those rules are annoying and cost us money. But there is one IRS...
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A Guide to Retirement Planning
A Guide to Retirement Planning Retirement is a far-off concept, something that is decades away. Until it isn’t. Retirement isn’t something you want to let sneak up on you. And while many people plan...
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Bucket Strategy for Retirement Planning
Bucket Strategy for Retirement Planning There is a popular budgeting method known as zero-based budgeting. The premise is that your income minus your expenses should equal zero. That doesn’t mean you spend every dollar you...
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Rent or Buy? What’s Best For Your Retirement?
Rent or Buy: What’s Best For Your Retirement? Deciding to retire is a big decision. And it’s not the only one you’ll have to make. You’ll also face decisions about where you want to live...
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What Are Your Financial KPIs? 7 Numbers You Need To Know
What gets measured gets managed. That’s especially true in personal finance. We can’t adequately plan for things like vacations, buying a home, paying for our children’s educations, or our retirement if we don’t know what...
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I Bonds: What Are They and How Do They Work?
I Bonds: What Are They and How Do They Work? You don’t have to read dedicated investing or financial news to know that inflation has skyrocketed. At the time of writing, inflation is at 8.54%....
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How to Deal with Inflation in Retirement
How to Deal with Inflation in Retirement When you’re planning your retirement, you know that there may be factors that you can’t predict or control. Inflation is one of those factors and has recently taken...
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