Latest articles by Chuck Cavanaugh
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Making Your Retirement Savings Last: Three Key Questions to Ask
Once you know what you’ll be doing in retirement, how to pay for it and how to bridge any income gaps, you’ll be prepared when it’s time to make the transition.
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Finding a Balance in Financial Planning: The Tale of Two Fathers
One father spent freely and didn't save, while the other obsessed over saving. Neither flourished in retirement. Here are four steps to avoid either scenario.
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Strategies to Deal with Potential Capital Gains Tax Increases
tax planning Higher possible tax rates and changes in estate tax law may mean making these adjustments for your personal situation could be a good idea.
tax planning -
Federal Estate Tax Exemption Is Set to Expire – Are You Prepared?
estate planning Maybe not tomorrow, but the sunset of our historically high estate tax exemptions is coming — and with the election on its way, it could be sooner than you think.
estate planning -
3 Ways to Maximize Your Charitable Giving This Year and Beyond
retirement From private foundations to donor advised funds and charitable remainder trusts, there are several options to do good and help yourself with a possible tax break at the same time.
retirement
