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Can Strategic Tax Planning Help You Stretch Your Retirement Dollars?
Roberta and Frank Swanson* are active 65-year olds who recently purchased their dream retirement home – a fixer-upper on a quiet lake, close to their children and grandchildren. With Frank already on social security and Roberta approaching her full retirement age of 66, the couple needed a strategy to help them afford a $30,000 repair while minimizing the impact on their future retirement income. Read more...
Five Tips to Help 50-Somethings Get Ready for Retirement
October is financial planning month, a reminder to Americans that there’s never been a better time to start planning for a brighter financial future. But for those over 50 who think it's too late to plan for retirement, Wayne Titus, CPA, PFS, AIFA, president of Michigan-based AMDG Financial, says it's possible to get back on track, starting with five tips to implement today. Read more...
Beyond the Bottom Line: What Nonprofits Need to Know about Endowments
People often associate endowments with large nonprofit institutions, such as hospitals or universities. But even a small nonprofit should consider establishing an endowment to ensure it can accomplish its mission for decades to come, says Wayne Titus, CPA, PFS, AIFA®, a fee-only fiduciary adviser. Read more...
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