by Advats | Sep 13, 2022 | Financial Strategy
The biggest worry right now for the U.S. economy is causing the next recession as inflation soars to a 40-year high, consumer confidence plummets to a near-record low, and the Federal Reserve appears to raise rates at the fastest pace in decades. Worrying about your...
by Advats | Jul 7, 2022 | Financial Strategy
Planning is essential for anyone who envisions retiring at some point. This entails setting aside money throughout your employment, projecting your Social Security payments, and budgeting for your retirement costs. However, retirement planning may be considerably more...
by Advats | Jan 4, 2022 | Financial Strategy
If you’re clear about the impact you want to make through your contributions, philanthropy should be highly satisfying for both you and the charity you support. Being aware of your philanthropic goals and planning ahead of time will assist you in making informed...
by Advats | Dec 29, 2021 | Financial Strategy
A 529 plan is a tax-advantaged savings account that is used to help pay for college. It was initially confined to post-secondary education fees, but in 2017 and 2019, it was expanded to include K-12 education and apprenticeship programs. Savings programs and prepaid...
by Advats | Nov 19, 2021 | Financial Strategy
Smart leaders recognize that part of their work is identifying trade-offs and deciding what not to do and what to do. A real test of leadership is determining the relevance of multiple efforts in a resource-constrained setting. Setting and prioritizing company...
by Advats | Nov 12, 2021 | Financial Strategy
An increasing number of contributors are becoming aware of the convenience and financial benefits of donating to a donor-advised fund, which includes the option to claim an instant tax deduction and spread donations over time. Recommend investment allocation of...
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