Posts Tagged ‘yearendplanning’
Year-End Charitable Giving Strategies to Consider: Charitable planning should be integrated into overall wealth management
As December 31 approaches, charitable giving becomes top of mind for many individuals. Whether driven by a desire to maximize tax incentives, honor a loved one, or thoughtfully allocate year-end bonuses, this season is a strategic time for philanthropy. For high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, giving often requires careful planning and involves more advanced…
Read MoreFortify Your Financial Security During the Holidays: A holiday season guide to protecting your financial information from hackers
As the holiday season approaches, the air buzzes with excitement, but it also rings alarm bells for cybercriminals aiming to exploit the festive fervor. Protecting your financial information from hackers during this period demands heightened vigilance and proactive measures. Here’s a comprehensive guide to safeguard your financial well-being during the holiday hustle and bustle: Strengthen…
Read MoreMoney Makeover: Strategic Financial Resolutions for a Prosperous 2024
As the calendar flips to a new year, many individuals embark on a journey of self-improvement. Personal finance is a crucial aspect that often reaches the top of resolution lists. Setting financial resolutions for the upcoming year can pave the way for a more prosperous future. In this article, we will explore eight strategic financial resolutions…
Read More2023 Year-End Financial Checklist
by: Jonathan I. Shenkman, Contributor of Forbes At the start of 2023, prior year uncertainty and economic turbulence persisted, which caused concerns and market volatility. However, as we approach the end of 2023, there is cause for optimism. The market has rebounded, economic data indicates a strong labor market, and wages are keeping up with…
Read MoreThinking About Donating Your Stock to Charity?: Doing so is a powerful tax strategy to optimize your charitable giving
For investors seeking to support charitable causes while maximizing their tax benefits, donating stock instead of cash can provide significant advantages. By contributing appreciated securities to a qualified charity, investors can potentially deduct the full fair market value of the donated stock on their federal income tax return. Here are a few reasons why donating…
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