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Financial Planning (8)90 Articles
Wed, Nov 23, 2022
Prosperity with Purpose: Creating a Family Mission Statement
What’s the "why" behind your wealth? Identifying your goals will help you establish how to achieve them. Here are some steps to follow.
Wed, Nov 16, 2022
Reduce your Tax Burden with Qualified Charitable Distributions
What can you do with your required minimum distribution (RMD) if you don’t need (all of) it? You can still withdraw it and pay taxes on the income, convert your traditional IRA to a Roth IRA, or donate it via a qualified charitable distribution. Find out which may be right for you.
Wed, Nov 9, 2022
Retirement Planning for Public Employees
Are you making a career as a public employee—like a teacher, police officer, or member of the military? If so, saving for retirement may look different than it does for the private sector.
Wed, Nov 2, 2022
Wondering When You May Recover Your Market Losses?
2022 has been a strange year so far. At the beginning of the year, investors experienced peak returns following the remarkable recovery from the initial pandemic lockdowns. But lethargy rapidly kicked in with the economy and stock market's steady decline. Now investors are wondering when the market will turn again so they can recover their losses.
Wed, Oct 26, 2022
What’s the Difference Between a 401(k) and an IRA?
Which retirement account should you choose—a 401(k)? An IRA? Both? Here are the differences and why they matter.
Wed, Oct 19, 2022
End of Life Planning: Ease the Burden on Your Loved Ones
End-of-life planning can feel overwhelming—but it doesn’t have to be. Here’s a checklist to help plan for your passing. Of course, everyone’s circumstances differ, but in general, these nine steps should ease the burden on your loved ones’ shoulders.
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6 Sources of Retirement Income
Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.