Financial Perspectives
 

Financial planning

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How to pay for college?

With the significant cost associated with higher education, you need to take advantage of opportunities to save in advance.

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Financial planning

 

What are liquid assets?

Leveraging the assets in your investment portfolio can provide quick access to cash.

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Should I buy a vacation home?

Seven questions to ask before you make an offer.

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4 reasons to consider buying a house for your child

Buying a house for your adult child can be one of the better investment decisions you make.

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Financial planning through market volatility

It’s a good time to make sure all aspects of your financial life are on the right track.

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6 year-round tax tips

Thoughtful planning year-round can help you reduce your tax liabilities.

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Financial planning tips for the sandwich generation

Three tips on how to take care of your own finances while financially supporting others.

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Strategies for navigating family financial conversations

Talking with loved ones about money can be complex. Here are three strategies to navigate the topic with tact.

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How insurance planning can help protect your legacy

An insurance policy can be as unique as you are.

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Financial planning for divorce: Dividing money after a split

One of the many challenges of divorce is dividing assets with your former spouse. But, with proper planning, you can take charge of your financial future.

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Financial planning for families with a disabled child

Caring for a disabled child often requires more from your finances. These five steps can help you plan for your family’s financial future.

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How to set financial goals in 5 steps

Setting and working toward financial goals becomes easier when you reflect on your intentions.

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Combining finances after marriage

If you’re remarrying and have children, it pays to assess your finances before you say “I do.”

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Financial responsibility for kids: 3 low-risk exercises

Give your children room to make mistakes on their path to becoming financially responsible.

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What is alternative minimum tax (AMT)?

The AMT was created to make sure wealthy taxpayers pay their fair share of taxes. Here’s how it could affect you at tax time.

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Financial planning for singles

As a one-person household, your financial equilibrium is in your hands. Set yourself up with these tips.

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The real impact of the Tax Cuts and Jobs Act

Two ways you may be able to benefit through 2025.

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What should you do with extra cash?

Before you use it to treat yourself, consider the ways a cash surplus can help you improve your finances.

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Business owners

 

3 questions to ask before selling your business

Selling a business you started and built from the ground up can be a tough step to take.

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Growth strategies for business owners

Discover strategies to grow and expand your business, whether it’s through marketing, partnerships, outsourcing or acquisitions.

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Business succession planning: Keeping it in the family

Planning ahead may potentially ease the transition of your family business without a major tax hit.

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Should I sell my business?

Inform your preferred transition approach one answer at a time.

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Succession planning tips for business owners

Understand your options and what questions to ask as you transition your business to a new owner.

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Philanthropy & charitable giving

 

Consider an endowed scholarship as part of your charitable giving

A scholarship endowment can help educate others, bring you a sense of satisfaction and leave a mark on future generations.

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Strategic philanthropy:
3 steps to creating a giving plan

Meaningful giving starts with a purposeful plan.

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Private foundations vs. donor-advised funds

How you direct your charitable giving is determined by what you’d like to achieve.

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Tax deductions on charitable donations

There are many ways to “share the wealth,” but careful planning can make a difference.

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