Making the most of strategic philanthropy
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Whether it’s at the grocery store, a special event or a solicitation…
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4 ways to minimize your “estate” taxes
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One area where retirees or people planning for retirement often pay too…
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Home and auto insurance are mandatory — what about life?
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If you drive a car or own or rent a home, insurance…
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Investing Your Values
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There used to be a time when you’d be hard-pressed to match…
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The Benefits of Beneficiary Designations
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You likely have a Will or you’re planning on drafting one to…
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5%? 4%? Less? What’s a safe withdrawal rate during retirement?
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Historically, the unwritten rule in the investment industry has been that, to maintain your capital level over 30 years of retirement, you shouldn’t withdraw more than 4 to 5% from your portfolio in any given year.
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