Start the year off right by getting started on these five top financial goals.
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.
Here are some things you might consider before saying goodbye to 2022.
Let your clients and contacts know about what a big job retirement strategy represents, and what a help you will be in setting it into motion. Factoring in longevity is a big part of that.
Retiring early to become a full-time caregiver is a huge life milestone and requires careful planning. Read more here.