Donor Advised Funds bring tax efficiency, flexibility to year-end giving

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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Five facts to know when making your Medicare choices this fall

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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Money Management 101 for Students (and Parents): Essentials for Your College-Bound Freshman

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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Four Common Cash Flow Missteps To Avoid

As every CFO and business owner will attest, steady, predictable cash flow is the fuel for running a successful, growing business. Despite its importance, study after study has found inadequate cash forecasting and management to be among the leading causes of business failure.

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Mid-Year Financial Checkup

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.

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Business Email Compromise Defined

Business E-mail Compromise, or BEC, is a sophisticated fraud scheme in which fraudsters compromise a legitimate e-mail address through social engineering or computer intrusion, and then use this e-mail to conduct unauthorized transfers.

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Navigating Relationships

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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Getting the Grade in Personal Finance Starts With You

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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