E.g., 10/19/2021
E.g., 10/19/2021
333search results
charitable giving
‘Tis the season for giving – and saving, too. If you’ve been planning to donate this year, don’t wait any longer. For tax purposes, you must give by December 31. Here are a few tips on how to make the most of charitable giving this year:
We all know saving for retirement matters, but many of us aren’t sure how to go about it. Fortunately, you can take one simple step right now to help make sure you’re prepared.
If there’s one thing we know about baby boomers—the generation born between 1946 and 1964—it’s that they like to change things up. Now that they’re entering their golden years, boomers are skipping the “early bird special” and doing retirement their way. Here are 7 trends to watch.
  | Planning

Find your retirement happy place

According to Forbes, today’s retirees are finding great places to retire all over the map. Whether you want to save on a new home, catch more concerts or even work part-time, we’ve captured some of the best places to live in retirement.
Our goal is to help people think differently about retirement. And on a nice day in the park, we did just that with an #OrangeAid stand, two crates of oranges, 20 gallons of juice, and a fifth-grader named Savannah who happens to be thinking about retirement already.
  | Financial Decisions

5 Ways New Parents Can Go About Estate Planning

Busy parents have enough on their plates without adding estate planning, but with the joy of welcoming new family into the world, comes the responsibility to plan for the financial future of a family. Often, creating a will is probably the first thing that comes to mind when most people think about estate planning; there’s much more to building a stable financial future. One of the hardest parts of estate planning is knowing where to start. Luckily, we’re here to help.
After finally getting around to updating my life insurance policy since my second daughter was born, and shaming my husband into getting more organized (thank you!), I realized it was time to take a look at my broader estate plan. “Estate plan” sounds so official. Yes, there’s the big, adult-sounding things like an advance directive, will and power of attorney, but it’s also the things we need to access every day, like updated passwords, lists of accounts we use most frequently and how to access them, important contacts and other necessary details and documents organized and shared with the right people.

Pages