13 Jan Sending your Required Minimum Distribution (RMD) directly to charity
You may be able to save tax dollars by donating your Required Minimum Distribution (RMD) directly to charity. ...
05 Jan Flipping the Switch: Generating a paycheck from your portfolio
Posted at 16:10h
in Viewpoints
Having enough income to pay expenses in retirement sounds like a success story, but of course, it's not that simple....
30 Dec You are not supposed to beat the index, so stop thinking that you are
Posted at 23:12h
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Keeping up with the indexes isn't as important as it may seem. ...
17 Dec Time is wasting for businesses to get tax deductions thanks to a slow Congress
Posted at 19:41h
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With only two weeks to go before the end of the year, passage of one tax law is good for business. But why did it take so long?...
12 Dec Should I trade in or donate my old car?
Donating a car to charity may yield a tax deduction, but it may not be as valuable as you expect. ...
11 Dec Unpaid NJ caregiviers save the state $13 billion annually, so isn’t a modest tax credit the least they deserve?
Posted at 20:07h
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Advocating for a helping hand for the state's caregivers. ...
11 Dec Rethinking Retirement: The 5-Step Process
Posted at 14:24h
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Retirement planning is an art with lots of moving parts. ...
08 Dec 6 things your nonprofit should expect—but might not be getting—from your investment advisor
Posted at 23:10h
in Viewpoints
Nonprofits need a financial advisor as part of their team. Here's what you should expect from yours. ...