The 2017 tax law brought substantial changes that can affect charitable giving, so make sure you understand how it may impact your donation decisions. The Tax Cuts and Jobs Act of 2017 might have you asking whether you should modify your plans for giving to the causes you support. Read on to learn what to consider when re-evaluating your donation strategies.
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Whether you’re in your 40s, 50s or 60s, it’s important to be aware of financial pitfalls to avoid. Planning is the best way to avoid financial mistakes, and those plans should be responsive to your current age and future needs.
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“I’ve been on a calendar, but I’ve never been on time.” Marilyn Monroe
We’ve pondered where the S&P 500 Index could go now that it’s near our fair-value target of 3,000. As we discussed in the latest Weekly Market Commentary: Riding the Wave…For Now, the path of least resistance very well could be higher, but the odds continue to increase that some type of pullback could take place.
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Retirement is ideally a happy time of your life, freeing you up to do things you’ve long postponed. However, the prospect of retirement can also cause stress if you’re not sure you have enough money to retire in the lifestyle you’d like. We suggest a dry run: Try living for a month on your projected retirement income. The results might be eye-opening.
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If you can retire by choice, the question of “when” comes to mind. Here’s a look at the pros and cons of retirement at three different ages.
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As wealthy households plan to sustain their assets, they must also consider potential financial hazards. Some of these risks are not always obvious.
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After gaining 7.8% in January, the S&P 500 Index has added another 3.3% so far in February for a grand total year-to-date return of 11.4%. With two days to go, currently this is the best first two months of the year since 1987. Read More
When you have financial questions or ideas, you need someone to listen. A professional can listen and help provide insight about possible financial moves you could make—plus give you guidance regarding your options.