How Charitable Giving Can Work with Your Financial Planning Strategy
Charitable giving is wonderful to do, and it can be tax efficient too.
Charitable giving is wonderful to do, and it can be tax efficient too.
Melissa Sotudeh, CFP ®, explains the importance of stress-testing your retirement withdrawal strategy.
As an avid runner and a certified financial planner, I see many parallels between the marathon world and retirement planning. Both require a strategy and the discipline to reach your goal — be it reaching mile 26 or retiring to Florida.
As of 2018, 529 Plans can now be used for K-12 private education--but the strategy differs from using a 529 for college funding.
Ted Halpern shares practical tips to streamline your expenses in retirement and how to estimate your retirement readiness.
How likely is a correction, anyway, and how worried should you be?