Donor advised funds (DAFs) provide a way for individuals and families to manage their charitable giving in a streamlined, flexible way that can allow a giving plan to develop and change over time, while the…
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September Recap and October Outlook September equity markets ended the month in positive territory, but with volatility increased. The VIX, the markets “fear index” closed higher than last month, at 16.73, up from 15.00. Intramonth,…
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401k Rollovers: Should I Roll My 401k Into an IRA? Most Americans have at least some of their retirement savings sitting in workplace retirement plans like 401ks, 403bs, SEP-IRAs and the like. And when you…
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After a steep rate hike cycle in which the Fed raised rates eleven times between March of 2022 and July of 2023, for a total increase of 5.00%, rates have been on hold for the…
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August Recap and September Outlook As summer ends and September begins, attention is focused on the long-anticipated change in the Fed’s monetary policy, from holding rates steady to returning rates to lower levels. July and…
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Everyone Talks About Downsizing in Retirement, But I’m Not Sure It’s the Right Move For Me Downsizing in retirement from your large, long-held family home is a popular concept for retirees, but may not always…
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Gen Z, the generation born between 1997 and 2012, is making its presence – and preferences – known. As of 2023, The U.S. Census Bureau reports that about 20% of the U.S. population falls into…
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Reducing Taxes With Charitable Giving There are a ton of different ways to give to charity, but not all of them will help you on your taxes. This week we cover a listener question about…
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Will Social Security Run Out? Should I File Before It Does? Many retirees are concerned about the state of Social Security, and some of them even expect the program to crumble in the next few…
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July Recap and August Outlook After weeks of Olympic-themed press reports about the Fed “sticking the (soft) landing” and safely guiding the economy to a place where inflation is coming down and growth is…
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