Why sell shares from your portfolio when you can gift them? If you own stocks that have increased in value, you might want to consider donating those shares to charity rather than selling them. Why, exactly? Donating appreciated securities to a tax-exempt charity may allow you to improve your tax …
Getting Real with Your Retirement Planning: Understanding Sequence Risk
Clearly, there is a lot to think about when planning for retirement. While we have a degree of control over many of the choices involved, there’s one big wild card called sequence risk. Sequence risk is the risk that you’ll encounter negative investment returns in early retirement. This is an …
Pro Tip: Take Action Over the Things You Can Control
Life is a bit more challenging these days, isn’t it? Our world has been rocked, in big ways and little ways. If you are feeling like a lot of things are out of your control and it is making you uncomfortable, you’re not alone. We recently read a good article about how to deal with uncertainty. You …
