Charity
Latest
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It’s Giving Tuesday: Charity Strategies the Wealthy Can Apply
When markets are down and interest rates are high, philanthropy can take a hit. Here are some ways that affluent consumers can make the most of their charitable giving.
By Karen Harding, CFA Published
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Six Charitable Giving Strategies: Feel Good and Cut Your Taxes
These strategies can help you spread the love even more to charities you trust while also taking advantage of different kinds of tax benefits.
By Marguerita M. Cheng, CFP® & RICP® Published
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Give Your Charitable Giving a Boost With These Strategies
Donating to charity is easy. Getting the most from your donation and paying less in taxes can be more complicated.
By Jared Elson, Investment Adviser Published
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Seven Year-End Financial Tasks to Check Off Your To-Do List
The end of the year is already chockfull of important things to do, but don’t let these seven fall through the cracks. You’ll thank yourself in 2024.
By Stacy Francis, CFP®, CDFA®, CES™ Published
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Three Keys to Keeping More of Your Money in Retirement
How well you do your tax planning will determine how much of your retirement income you get to keep and how much goes to Uncle Sam.
By Evan T. Beach, CFP®, AWMA® Published
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Tips on How and When to Donate During a Humanitarian Crisis
Donating to long-term recovery efforts could be an even bigger help than giving immediately after a crisis begins.
By Elizabeth Wong Published
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Five Financial Moves to Make as Year's End Approaches
Now’s the time to review where you are and where you’re going, wrap up remaining goals for 2023 and think about what you want to accomplish in 2024.
By Kate Winget Published
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What to Do if Your Passion for Charitable Giving Has Flagged
Recognizing that giving has seasons and that change takes time can help restore your sense of purpose. Then consider four steps to ramp up your giving spirit.
By Catherine Crystal Foster Published
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Giving to Charity This Holiday Season? Eight Tips for Doing It the Right Way
Maximize your efforts by following these expert-recommended tips.
By Kiplinger Advisor Collective Published