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Showing 21 to 30 of 128 results

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8 financial wellness tips to help manage generational wealth

Here are eight financial wellness tips to help manage generational wealth transfer more confidently.

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6 tips for reducing Social Security taxes

Here are six tips to help you reduce your Social Security Taxes. Learn more.

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The history of New Year’s resolutions: learning from the past to influence your financial behaviors

The past plays a more significant role in your financial decision-making than you may realize. Here are a six factors to consider. Learn more.

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Financial resolutions for individuals nearing retirement

Here are a few financial resolutions to consider this year that could help your retirement goals. Learn More.

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Countdown to investing in the new year: 10 questions to ask yourself

Here's 10 questions to ask yourself about investing in the new year. Learn More.

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Spreading holiday cheer with year-end giving

Here are six ways to spread holiday cheer with year-end giving. Learn More.

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Your year-end estate planning guide: an 8-step checklist

When it comes to your estate plan, you don’t just have it drafted and put away until it is time for your loved ones to manage your lifetime of affairs. As your world changes year by year, it is critical that you review your estate plan and update it to stay aligned with your long-term […]

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5 do’s and don’ts for charitable giving during the holidays

The fourth quarter holidays are often seen as one of the prime times to take out your checkbook — not only do many charities put in extra efforts helping others this time of year, but donating is also a smart financial move. Giving to a charity before the end of the year can help reduce […]

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Year-end investment decisions

What are year-end investment decisions? Year-end investment decisions may sometimes result in substantial tax savings. Tax planning may allow you to control the timing and method by which you report your income and claim your deductions and credits. The basic strategy for year-end planning is both to time your income so that it will be […]

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5 tax benefits of long-term care insurance

Kitty O’Neill Collings, an American politician and pioneer in the area of international diplomacy, civil liberties, and social justice, once quipped, “Aging seems to be the only available way to live a long life.” Along with aging comes the certainty that most of us will gradually begin to deteriorate over the years, both physically and […]

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