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If you are planning to retire soon, or if you’ve recently retired, there is a good chance that you are a lab rat, part of the first generation to retire at the other end of the great 401K experiment.
2020 has been one of the most unprecedented years in recent history, but some things—like tax contributions and retirement deadlines—don't change much, if at all. And with the uncertainty surrounding just about everything, meeting these deadlines and getting tax efficiencies in place now may help the rest of the year run more smoothly.
With the holiday season just around the corner, you may be ready to get a jump on your holiday shopping. Unfortunately, for many, holiday shopping easily gets out of control. When you are in the giving spirit, you may find yourself racking up debt rather quickly. When this happens, you are then left to deal with eliminating that debt and often paying interest.
Responsible giving doesn't only involve making sure to help those in need, but also ensuring that you perform your proper research by evaluating the charity. Proper evaluation will help you to make sure that your funds are being used in the way you wish them to be and can help you leave the impact you desire.
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