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Market Rundown Q3 2024 As we approach the final stretch of 2024, the crispness of fall sets in, leaves drift to the ground, and daylight fades a little earlier each day—definitely a shift in mood. While the cool air marks the season’s change, one reassuring constant remains: the markets continue to show resilience and growth.…
In today’s world, it’s important to plan your finances wisely. Creative charitable giving strategies, such as Qualified Charitable Distributions (QCDs) are a way to increase your charitable impact while reducing potential taxes. What’s a Qualified Charitable Distribution (QCD)? It’s a direct transfer from your IRA to a qualified charity that counts towards the money you’re…
Losing a loved one brings a flood of emotions that can make tasks like managing financial obligations feel overwhelming. This checklist is designed to help you stay organized during this challenging time. Please feel free to share it with others who may need support as well. Remember, you don’t have to navigate this journey alone.…