Charitable giving has long been a part of the financial planning process. And it’s important to remember that giving back extends beyond simply writing a check or donating old clothing. Charitable trusts are one of the many alternative ways to use investing for a greater good. While setting up a…
It’s best to start before dropping them off for their first day at college. Each year about 17.5 million students head off to college. It’s a rite of August, marked by a packed minivan in the driveway ready to make the trek toward a new adventure. We leave our babies…
Preparing a property inventory today will save you headaches and heartaches tomorrow. A major headache that many of us may face is a property loss—from fire, theft or other catastrophe. To some, this kind of loss can be life altering. Even for smaller losses, you may find the process of…
Buying your first home is a major decision—one that affects both your finances and your life. Make sure you’ve done your homework before you take this big step. You don’t want to find the home of your dreams only to learn you can’t afford it. Getting good advice early is…
Ideas for 2015 As you look forward to the holidays, it’s essential to set some time to ensure you’re ready for your 2015 tax filing so you won’t miss opportunities to reduce your tax payments. To help, here are a dozen ideas to consider for your year-end tax planning. Of…
Why Credit Unions Are Growing in Popularity and How They’re Different from Banks Credit union membership has been on the rise, with more than 49,000 credit unions operating in 97 countries. In the U.S. there are about 6,500 federally insured credit unions serving 100 million members. Much of this appeal…