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Charitable Giving Under New Tax Laws - Understanding the Donor-Advised Fund (DAF)

No matter how the 2017 Tax Cuts and Jobs Act (TCJA) may alter your tax planning, we’d like to believe one thing will remain the same: With or without a tax write-off, many Americans will still want to give generously to the charities of their choice. After all, financial incentives aren’t usually your main motivation for giving. We give to support the causes we cherish. We give because we’re grateful for the good fortune we’ve enjoyed. We give because it elevates us too. Good giving feels great – for donor and recipient alike.

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You & the Federal Reserve

After nearly a decade of leaving the federal funds rate at zero percent, the time finally came on December 16, 2015: The U.S. Federal Reserve (the Fed) raised the federal funds rate by 0.25 percent. Because it was the first rate increase since June 2006, it was reported as “a historic moment.” Since then, the Fed has made several modest increases. You can find the most recent rate changes reported here. But what do these rate changes mean to your financial well-being? Is there anything you should “do” to your investment portfolio when they occur? As is nearly always the case for economic events over which we have no control, we typically recommend that you remain informed – but that you act only on factors you can expect to manage within your personal investing. In that context, let’s take a moment to share some insights about the Federal Reserve funds rate.

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Affording Care for an Aging Parent

When your parents start reaching their later years, it can be difficult to choose the care option that best fits their needs and budget. Explore different options that will help them live in comfort without the financial burden.

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5 Tips To Face the Financial Burden of Illness

In an ever-changing healthcare market, with costs of medicines and other treatments continuing to skyrocket, a diagnosis for you or a loved one could result in serious financial strain. Consider these options for how to minimize the money hardships associated with illness.