From: www.gobankingrates.com
For some people in their 20s, when they land that first great job and have some disposable income to spare, their attention — and money — turn to spending on a fun car or a stellar downtown apartment. But the experts say it’s actually time to start saving for something…
From: www.mutualofomaha.com
According to a 2019 U.S. Census Bureau report, more than 10,000 people in the U.S. turn 65 every day a number that’s only going to grow over the next five years. In addition to being the age at which Americans become eligible for Medicare, 65 has long been regarded as the traditional age for retirement. But as we’re living longer, and in many…
The Society of Actuaries created this great retirement infographic that communicates life expectancy in a very simple way. Many people base their planning on what their grandparents or parents experienced, but individual life expectancies have improved dramatically over the past century.
From: www.linkedin.com
I’m utilizing two separate sources for this post as both complement each other nicely:
Patrick Roberts, JD from HedgeStone Business Advisors (insights) & Clay Brock from Hadley Capital (image below).
Patrick elaborates… Venture Capital (VC) and Private Equity (PE) represent separate forms of investment…
From: linkedin.com
From the Roaring Twenties to the Tech Boom and beyond, witness the incredible journey of the stock market through time with this stunning visual history.
From: www.financial-planning.com
Marianne Nolte knew that caring for her mother-in-law would be expensive, especially after the 94-year-old moved into an assisted living center. But there was one expense that caught Nolte’s family off guard.
From: www.fidelitycharitable.org
Optimize your charitable planning for maximum tax savings
Understanding the tax strategies related to charitable contributions can help you decide how much to give, what asset to give and when to give, so you can provide the maximum amount to charity—and receive the maximum tax advantages for yourself.
According to the report Giving USA , U.S. families and individuals give…
From: www.nerdwallet.com
Giving to charity not only makes a positive philanthropic impact but can also positively affect your tax burden.
Everyone loves a win-win situation. And that’s the case with charitable giving and its tax benefits — you can do good for others while also doing good for yourself.
When giving to charity, you can lock in tax deductions and save money for your heirs. Consider…
Avoid running into common hazards that occur and diminish retirement funds.
David Morgan talks with Tom Hardin from Canterbury Investment Management, on extraordinary investment strategies:
David Morgan talks about the importance of being your advocate and how with his elite team of money manageres and professionals REAP earns our clients’ honesty, integrity and trust just as much in down markets as in up….
Copyright © 2025 • REAP | Retirement & Estate Advisors & Professionals • All rights reserved
(855) 904-REAP • info@retirementestateplan.com
