From: tifingive.com
The final months of the year signal a surge in charitable giving. Advisors and clients often find themselves caught in a last-minute Giving Season scramble to maximize tax benefits and finalize donation plans by year-end. By encouraging clients to start planning now, financial advisors can help them reduce stress and leverage the advantages of donor-advised funds…
From: www.morningstar.com
Should you have short-term bonds in your portfolio? Yes. I’d argue that short-term bonds are one of the key asset classes that most investors should own, in addition to cash and large-cap stocks.
In this series on portfolio basics, I’ll explain some of the fundamentals of putting together sound portfolios. I’ll start with some of the most widely used types of investments…
From: www.wsj.com
It will take more income to reach each higher tax bracket after the roughly 2.8% inflation adjustment
The brackets that determine how much Americans pay in taxes each year are moving up by their smallest amount in a few years.
It will take more income to reach each higher tax bracket after the roughly 2.8% inflation adjustment for 2025, the Internal…
REAP’s Multidisciplinary Financial Approach Helps Guide Clients Into Greater Afluence.
As seen in Fortune, Entrepreneur & Bloomberg Businessweek.
From: wharton.upenn.edu
Wharton’s Stephanie Creary talks with experts from Harvard and Boston University about how to retire successfully and create a life that works for you.
Retirement doesn’t have to be scary.
After investing years of mental, physical, and emotional energy into their work, many employees fear the prospect of retirement. They worry about isolation, a lack of structure, a lack of purpose, even a loss…
From: www.morningstar.com
Some insights on life and work after taking time off.
I’m not old enough to retire, but I’m definitely old enough to appreciate a change of scenery every once in a while. Thus, I’m fortunate to work for a company that gives employees the opportunity to take a six-week (paid!) sabbatical once every four years. People at Morningstar typically use this time to travel,…
What is an important term to know in financial services? Fiduciary.
Watch one advisor talk about how independent Registered Investment Advisors are obligated to act in the best interest of their clients – continuously, comprehensively, completely.
Watch one independent financial advisor talk about being a fiduciary and how she serves clients.
Learn how advisors can enhance an investor’s life by helping improve their decision-making process, and how working with an advisor may increase an investor’s sense of confidence and security.
Research has found investors who purchase financial advice are more than one and one half times more likely to stick with their long-term investment plan than those who did not. Because of this commitment…
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