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What is a University Endowment?
Estate & Giving

What is a University Endowment?

Donating to a university endowment is one way you can make a difference by helping to fund academic institutions. There are also some tax benefits.
What is Step-Up in Basis?
Estate & Giving Retirement Planning Tax Planning

What is Step-Up in Basis?

Step-up in basis is an important concept for you to understand when developing an effective and comprehensive estate planning strategy.
What Not to Do When Withdrawing From a Retirement Account
Retirement Planning

What Not to Do When Withdrawing From a Retirement Account

Here are some common mistakes people make when choosing when to withdraw from a retirement account. Avoiding these mistakes can help maximize your resources.
A Few Tips to Improve Your Health
Family & Lifestyle

A Few Tips to Improve Your Health

Here are some things you can do to start improving your overall health. Taking care of your health is important for maintaining your quality of life.
How Does a Dynasty Trust Work?
Estate & Giving

How Does a Dynasty Trust Work?

A dynasty trust allows you to ensure multiple generations, your children, and grandchildren, will be taken care of financially after you have passed away.
How Does Trauma Affect Personal Finance?
Family & Lifestyle

How Does Trauma Affect Personal Finance?

Trauma can cause damage to the brain possibly resulting in maladaptive behaviors which can make managing your personal finances quite challenging.
How to Invest in a Recession
Markets & Investing

How to Invest in a Recession

Recessions require you to adapt your investment portfolio to the change in the economic conditions resulting in a downturn in the financial markets.
What is Telehealth?
Family & Lifestyle

What is Telehealth?

The Covid-19 pandemic has resulted in the dramatic increase in the use of telehealth by patients obtaining the healthcare and medical services they need.
What is a Charitable Remainder Trust?
Estate & Giving Tax Planning

What is a Charitable Remainder Trust?

A charitable remainder trust can allow you to take care of your heirs, fulfill your philanthropic objectives and minimize your tax liabilities.
What is a 401(k) Plan?
Markets & Investing Retirement Planning

What is a 401(k) Plan?

A 401(k) is a retirement plan offered by some employers which can help you invest for your retirement years with certain tax advantages.
What Causes Insomnia?
Family & Lifestyle

What Causes Insomnia?

Insomnia is a common sleep disorder which makes it challenging to fall asleep, stay asleep or cause you to wake up too early. There are various causes of insomnia. In some cases, medical treatment is necessary.
Pensions: Lump Sum vs Annuity
Markets & Investing Retirement Planning

Pensions: Lump Sum vs Annuity

Pensions offer you the option of choosing to receive your retirement benefits through a lump sum single payment or multiple payments via an annuity.
Is Cryptocurrency a Good Investment?
Markets & Investing Technology & Innovation

Is Cryptocurrency a Good Investment?

Cryptocurrency has the potential to earn you large profits but can also result in bigger losses, forcing investors to carefully weigh risk versus reward.
How Do You Know Which Investments are Liquid Assets?
Markets & Investing

How Do You Know Which Investments are Liquid Assets?

It is important to understand which types of investment assets are considered liquid and which are considered non-liquid. Knowing the differences can help decide how you may want to invest your portfolio.
How to Save on Car Insurance
Family & Lifestyle

How to Save on Car Insurance

There are several things you can do to potentially save significant money on having to pay monthly insurance premium charges for automobile coverage.
What is a Defined-Benefit Plan?
Markets & Investing Retirement Planning

What is a Defined-Benefit Plan?

A defined-benefit plan is an employer-sponsored retirement plan that specifies a certain amount of benefit workers are owed based on a particular formula.
What are the Different Types of Special Needs Trusts?
Estate & Giving Family & Lifestyle

What are the Different Types of Special Needs Trusts?

There are three different types of special needs trusts you can choose from. Some of these types of trusts are better for particular circumstances.
What is a Defined-Contribution Plan?
Retirement Planning Tax Planning

What is a Defined-Contribution Plan?

A defined-contribution plan allows you to contribute a certain fixed proportion of your salary to a tax-deferred account for the purposes of retirement.
What is Federal Income Tax?
Tax Planning

What is Federal Income Tax?

The federal government levies taxes on your earned income. Federal income tax is based on a progressive tax scheme which taxes higher earners more.
Should You File an Early Tax Return?
Tax Planning

Should You File an Early Tax Return?

Filing your tax return early has many advantages that can save you money and time in the long run. It can also help you avoid making costly mistakes.
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