The outlook for GDP is guarded as concerns for recession increase.
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By creating a disciplined approach through an Investment Policy Statement, you can navigate the ups and downs of investing with confidence and reduce the impact of emotional decision-making.
The dream for many of us is to be financially independent. It usually takes years to build up to this point in life. But it can offer freedom, security and the ability to explore new adventures.
Donor advised funds are easy to set up, have minimal costs, centralize charitable giving, and simplify tax records.
Current law allows you to give up to $108,000 to qualified charities from your IRA.
Health Savings Accounts are like IRAs that can be used for medical costs tax-free in retirement.
If there’s an emergency, grab this stuff and get out!
Creating an Investment Policy Statement
April 10, 2025
Understanding Donor Advised Funds
Disaster Go Bag
Financial Independence Checklist
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