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Donor Advised Funds (DAFs) are charitable gift vehicles, sponsored by public charities that accept tax-deductible donations and invest them in a donor account until the donor requests that grants be made from the account to other IRS qualified charities.
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- Financial Planning
- Financial Planning
- Financial Planning
- Financial Planning
- Trust & Estate Planning
With “open enrollment” for Medicare now in full swing (from October 15th through December 7th), it’s time for people already with Medicare benefits to review their coverage and switch plans if they want different options — or more savings.
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Sending your child off to college for the first time can be a hectic – not to mention, emotional – time for everyone involved. But as you work with your student to check off lists for new clothes, dorm furnishings, study supplies, and computer and smart-phone accessories, don’t forget to add a few legal and financial “must haves” too.
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- Financial Planning
- Financial Planning
- Market Commentary
- Financial Planning
- Financial Planning
- Managing Taxes
- Trust & Estate Planning
The midpoint of the year can be a good time to step back and assess your financial goals to make sure you're still on track and given any changes in the economy and markets as well as your personal situation.
Read PostRegister today and join industry experts Jack Beauregard, Founder and CEO of Successful Transition Planning Institute, a nationally recognized expert on transition planning, who along with our internal expert, Carolyn Macedo, will share proven methods that help business owners think and plan for their business and personal futures.
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- Financial Planning
- Financial Planning
- Financial Planning
- Managing Taxes
- Trust & Estate Planning
Making decisions with your spouse or partner can be tough sometimes, but even more so when it involves money and your relationship is undergoing change. Studies show that money is the #1 source of stress for U.S. adults (higher than work or family responsibilities) and the top source of stress for couples. And even for couples who don’t squabble, it can be a difficult conversation because each person comes to the discussion with a unique viewpoint based on his or her own experiences and emotional needs.
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We sign our kids up for afterschool sports or orchestra or the drama club because they are good activities and teach important skills: persistence, discipline, making trade-offs. They can look back after the semester and see how far their hard work and consistent practice has gotten them. Yet we don’t approach their financial education the same way, if we approach it at all.
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- Financial Planning
- Financial Planning
- Market Commentary
- Financial Planning
Our panelists discuss lessons and strategies that have enabled them to effectively engage clients’ children to nurture financial savviness with moderator, Liz Moyer, a leading financial journalist for The Wall Street Journal and The New York Times.
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How prepared are your kids to tackle lifestage financial decisions, such as buying a first home? Most parents are concerned about setting a good financial example for their kids, but fewer than half actually talk about money at home.
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You love where you live. But you've always had an idea of what your perfect dream home would be. So, what if you were on a leisurely Sunday drive next weekend and unexpectedly found that your dream home just went on the market? Would you be ready to snatch it up?
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