Charity
Latest
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Four Ways to Smile More When You Think of Your Spending
The goal is to increase the personal return on investment of your spending by focusing more on your values, experiences, relationships and giving.
By Evan T. Beach, CFP®, AWMA® Published
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Loosening the Reins in Philanthropy Could Mean Better Outcomes
Corporate philanthropy has trouble responding quickly to urgent needs, but that could change if they worked well with nonprofits and the communities they serve.
By Shelley R. Sylva, Esq. Published
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Year-End Tax Planning for a Financially Healthier Retirement
Getting your tax ducks in a row for the end of the year can decrease your tax liability and make the most of your income, now and in retirement.
By Ryan Marston, Investment Adviser Representative Published
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The Best and Worst Ways for Retirees to Give on Giving Tuesday
Cash donations are certainly the most convenient, but you could be overlooking significant tax advantages by taking the easy way.
By Evan T. Beach, CFP®, AWMA® Published
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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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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