Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Determine your potential long-term care needs and how long your current assets might last.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.