Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
How to Help Protect Against a Financial Emergency
Without even realizing it, most people are familiar with protection-first thinking. If you remember travelling on an airplane in a not too distant past, you would recall this important point in the safety demonstrations “In the event of sudden decompression, secure your own oxygen mask before helping others.”
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."