Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Maybe your middle schooler is already hip to saving. Many kids this age do chores and earn allowances, perhaps putting part of what they earn into a savings account for college....