We get a lot of questions about investments, especially retirement plans. While everyone has different needs and goals, here are a few common questions we receive, and some basics to consider.
There are hundreds of articles on the so-called “biggest financial mistakes” that people make and some tips on avoiding them. We’re used to seeing common examples of how peoples’ activities, like overspending or making minimum payments, may get people in trouble. These lists of mistakes could fill a book, but many are rooted in a failure to adhere to basic financial guidance.
If you want to make charitable donations before the end of the year, you’re not alone. According to Giving USA, an estimated $484 billion was given to charity in the U.S. in 2021, a 4% increase from 2020.
Regardless of the causes you support, there are a few questions to keep in mind before opening your wallet.
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