Helping a charitable group and getting tax benefits for doing so is a “win” for everyone

When it comes to investing, you may want to pay less attention to what names are on the ballot

Consider your options carefully, with an eye toward making changes appropriate for your needs

Once you’re familiar with the nature of market cycles, you won’t be surprised when they occur

When you invest in a 529 plan, your earnings can grow tax deferred

Your Social Security isn’t the only benefit that could be affected by your earnings

You may want to consult with your tax and financial professionals to determine how these changes may affect what you want to do with your retirement plan

If you feel that you are lacking somewhat in any of the key financial management areas mentioned above, you can always educate yourself by reading or talking to people knowledgeable in these subjects

When to take Social Security is an important – and irrevocable – decision

Your tax refund can be a valuable asset — so use it wisely

Use this meeting to introduce your estate plans and, in a basic sense, what you hope to accomplish with them

If you can work at them throughout the year, you can potentially brighten your financial outlook in 2024 — and beyond

In addition to considering gifts for your loved ones, you might want to think about charitable gifts as well

Generally speaking, you may not want to do a lot of selling (or buying) of investments once you’ve built a portfolio that’s appropriate for your goals

To develop this strategy, you’ll need to address these key questions