Giving for the Greater Good
When you utilize a structured giving strategy, your efforts can help reap greater benefits for you, your heirs, and your favorite charity.
Population Boomer
The nearly 80 million boomers, who have reinvented so many aspects of American life, appear poised to leave their unique mark on retirement and possibly transform the economy in the process.
Get Schooled on Saving for College
One way to be prepared for the possibility that the tab for higher education may be higher than expected is to take advantage of the tax benefits of 529 plans.
It’s Your Home, Not Your Retirement
Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.
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