Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Without even realizing it, most people are familiar with protection-first thinking. If you remember travelling on an airplane in a not too distant past, you would recall this important point in the safety demonstrations “In the event of sudden decompression, secure your own oxygen mask before helping others.”
Principles that can help create a portfolio designed to pursue investment goals.