How to Set Achievable Financial Goals for 2024

It’s time to set financial goals that are realistic and attainable. January is an ideal time to lay the groundwork for your financial success in the new year. It’s not just about setting resolutions but also about making practical and straightforward financial decisions. Here’s a guide to help you set achievable financial goals for 2024…

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A fresh start: 10 money management tips for 2024

As the calendar turns to a new year, it’s time to reflect on our financial habits and set the stage for better money management. Whether you’re looking to build wealth, eliminate debt, or simply gain a better understanding of your finances, the New Year provides a clean slate for financial success. In this article, we…

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Fortify Your Financial Security During the Holidays: A holiday season guide to protecting your financial information from hackers

As the holiday season approaches, the air buzzes with excitement, but it also rings alarm bells for cybercriminals aiming to exploit the festive fervor. Protecting your financial information from hackers during this period demands heightened vigilance and proactive measures. Here’s a comprehensive guide to safeguard your financial well-being during the holiday hustle and bustle: Strengthen…

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Money Makeover: Strategic Financial Resolutions for a Prosperous 2024

As the calendar flips to a new year, many individuals embark on a journey of self-improvement. Personal finance is a crucial aspect that often reaches the top of resolution lists. Setting financial resolutions for the upcoming year can pave the way for a more prosperous future. In this article, we will explore eight strategic financial resolutions…

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2023 Year-End Financial Checklist

by: Jonathan I. Shenkman, Contributor of Forbes At the start of 2023, prior year uncertainty and economic turbulence persisted, which caused concerns and market volatility. However, as we approach the end of 2023, there is cause for optimism. The market has rebounded, economic data indicates a strong labor market, and wages are keeping up with…

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Thinking About Donating Your Stock to Charity?: Doing so is a powerful tax strategy to optimize your charitable giving

For investors seeking to support charitable causes while maximizing their tax benefits, donating stock instead of cash can provide significant advantages. By contributing appreciated securities to a qualified charity, investors can potentially deduct the full fair market value of the donated stock on their federal income tax return. Here are a few reasons why donating…

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Estate planning for your digital assets

What will happen to your Facebook account when you die? What about all your photos shared on social media, your texts with loved ones, or documents on cloud-storage systems? In just the two-year period from 2012 to 2014, humans produced more data than in all of human civilization before that – and the pace is…

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Dividing Your Estate: A Practical Approach

When planning the division of your assets, you may believe in a policy of “share and share alike.” This is perhaps the easiest method to avoid conflicts or complaints of favoritism. But does equality necessarily equate with fairness? Especially when you consider such factors as age, talents, skills, interests, needs, and degrees of material success.…

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The Most Common Estate Planning Mistakes and How To Avoid Them

In the realm of estate planning, the ripple effects of our oversights often linger long after we’re gone, impacting the lives of those we leave behind. It’s the uniqueness of this area of planning that makes it paramount to get things right. Yet, many often trip up. Here’s a closer look at the six most…

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Estate Planning & Business Transition Checklist: Ensure your personal and business affairs align with your long-term goals

The end of the year serves as a natural checkpoint for many financial and personal processes, and with the arrival of the final months of 2023, proactive preparation becomes essential. Whether you are an individual looking to optimize your estate planning or a business owner contemplating a seamless transition, the steps you take now can…

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