Tag: Charity

Retirement Habits

You’re probably well aware that car insurance rates for young people are very high. This isn’t surprising, given that they’re inexperienced and more likely to get into accidents. They may be able to drive a car, but there’s a difference between that and really knowing how to drive a car. They have to think about split-second decisions, whereas an experienced driver does so automatically.

How to Transition Into Retirement

Ready! Set! Reinvent! That’s the title of our new two-module, 12-lesson course on the topic of pre-retirement. Retirement is something that requires a lot of planning, and if you’re thinking you will be retiring in the next few years, there are five key things to consider to help you plan.

Which Game Are You Playing With Your Money?

Board games and card games can be a whole lot of fun, and they can be especially appealing when you’re looking for something to do on these cold winter nights, but don’t want to leave the house. Of course, they’re not very much fun if you’re playing with the wrong set of rules or if you’re just confused about how to play the game.

Are You In Charge of Your Retirement?

In the military, you always know who’s in charge and who’s in control. There’s a chain of command that everyone understands, there are orders to follow, and strict accountability for following those orders. It makes things clear because the “who, what, when, where, and why” are laid out for you.

The Charitable Double Benefit

A recent study showed that about one-third of families with at least $1 million in investible assets want to do some kind of charitable giving. Here we are in the fourth calendar quarter of the year, when the majority of charitable giving takes place – especially around the holidays. Let’s say that your church or synagogue is running a capital campaign and they’d like you to donate $10,000. It may sound like a lot of money to many people, but suppose you have a stock that you bought many years ago for $2,000, and now it’s worth $10,000 – i.e., it has appreciated by $8,000. You can sell the stock and give your house of worship your $10,000 in proceeds.

5 Key Money Issues

Life is full of issues. We worry about our health, family, the economy, the weather, politicians, the government, and so on. I want to look at five issues that successful investors have when it comes to their wealth.

The Charitable Double Benefit

A recent study showed that about one-third of families with at least $1 million in investible assets want to do some kind of charitable giving. Here we are in the fourth calendar quarter of the year, when the majority of charitable giving takes place—especially around the holidays. Let’s say that your church or synagogue is running a capital campaign and they’d like you to donate $10,000. It may sound like a lot of money to many people, but suppose you have a stock that you bought many years ago for $2,000, and now it’s worth $10,000—i.e., it has appreciated by $8,000. You can sell the stock and give your house of worship your $10,000 in proceeds.

Savvy Philanthropy

We’ve seen recent news coverage of the illegal Texas border crossings of young children from Central America. It’s obviously a very contentious issue politically, but there’s an aspect to this that is felt somewhat consistently. And, we have religious organizations, volunteer groups and aid workers that are really helping out the border crossing guards and organizations because they’re just overwhelmed. That’s quintessential Americanism. When we see people in need, especially young children, it doesn’t matter politically what’s going on, we reach out and help.

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