Charitable Giving
Charitable giving is not just good for society, it can be good for your pocketbook, too. Creating a charitable gift-giving plan may provide you with multiple tax breaks: an income tax deduction, the avoidance of capital gains on highly appreciated assets and the reduction or elimination of estate taxes on the charitable contribution upon your death.
With changes in the tax environment, there may be compelling reasons to integrate philanthropy into your financial and estate planning. We can refer you to a qualified professional to help you decide if this is a good option for you.
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An investment in knowledge pays the best interest.
The 5 Phases of the Chapters of Retirement
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The Netzel News
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How Women Can Narrow the Retirement Savings Gap
Steps toward saving more & revitalizing your retirement strategy.
A List of IRA Withdrawals That Escape the 10% Penalty
The list of these options has grown.
Is America Prepared to Retire?
A look at some ways to get ready.
Long-Term Investing Truths
Key lessons for retirement savers.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market.
February Economic Update
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