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Here are the six financial key points for people to be aware of before the end of the year to better position themselves. 1. RMDs — Required minimum distributions: If you are age 73 or older and have a “tax-deferred” retirement account like a 401K, Traditional IRA, TSP, 403B, or

As the year draws to a close, it’s an opportune time to reflect on your financial journey and set the stage for a successful year ahead. Year-end financial planning is a vital practice that allows you to take stock of your financial health, make necessary adjustments, and set meaningful goals

Charitable giving can be a cornerstone of a fulfilling financial journey, allowing you to make a positive impact on the causes you care about while potentially enjoying valuable financial advantages. Even if you give altruistically – never expecting anything in return – it’s important to understand any financial

The journey to financial success is paved with thoughtful planning and strategic decision-making, especially when it comes to your investment portfolio. As the new year approaches, it’s a prime opportunity to conduct a comprehensive investment review that sets the stage for a successful year ahead. In this article, we’ll guide

You may not want to spend precious time during the holiday season considering tax matters, but the end of a calendar year is also the end of a tax year. This makes it a prime opportunity to take proactive steps to minimize your tax liability and keep more of your

Tips to Serve Your Family Now and into the Future Through Smart Legacy Planning for Families Affluent individuals often turn to legacy planning for families to ensure that they protect not only their financial standing but also their values and missions. Some of the steps they may take include designating