TALK TO EVERYONE YOU CARE ABOUT, NO MATTER WHAT AGE OR STAGE ABOUT ACHIEVING “POSITIVE FINANCIAL INDICATORS”: Having enough money to save for future needs Saving enough for retirement Feeling in control of your financial life Taking an active role in setting and achieving goals for your financial life Able to pay monthly expenses Watch […]
Personal Finance
CONSIDER USING A DONOR-ADVISED FUND FOR YOUR CHARITABLE GIVING
CONSIDER USING A DONOR-ADVISED FUND FOR YOUR CHARITABLE GIVING Donor-Advised Fund Advantages Take immediate tax deduction Take time identifying where and when the money is given Simplify record keeping Make it easier to give in small and frequent amounts Vet charitable organizations Appraise and liquidate hard to give assets including real estate and art Watch […]
MAXIMIZE YOUR AFTER TAX RETURNS
MAXIMIZE YOUR AFTER TAX RETURNS Watch the related WEALTHTRACK episode.
MAKE SURE YOU HAVE SOME INFLATION PROTECTION IN YOUR PORTFOLIO
MAKE SURE YOU HAVE SOME INFLATION PROTECTION IN YOUR PORTFOLIO Watch the related WEALTHTRACK episode.
CONSIDER THE VALUABLE ROLE CASH CAN PLAY IN YOUR PORTFOLIO
CONSIDER THE VALUABLE ROLE CASH CAN PLAY IN YOUR PORTFOLIO Watch the related WEALTHTRACK episode.
REVIEW YOUR RISK TOLERANCE FOR THE U.S. STOCK PORTION OF YOUR PORTFOLIO
REVIEW YOUR RISK TOLERANCE FOR THE U.S. STOCK PORTION OF YOUR PORTFOLIO Watch the related WEALTHTRACK episode.
