Charitable gifting can be accomplished in many ways. Charitable donations, Qualified Charitable Distributions, and contributing to a donor-advised fund are all ways that individuals can gift to charities and receive some income tax deductions. Charitable giving can also be an effective estate planning strategy. For individuals with large estates, charitable remainder trusts or charitable lead
Each minute, we are receiving new bits of information, tasks, or physical items that must be dealt with. As such, organization is an ongoing, evolving process that is never quite complete. Organizing your financial matters often means sorting through and categorizing physical or digital documents. David Allen’s method, Getting Things Done, can be applied to
One of the most engaging ways to experience history and learn about different cultures is through art. Artists utilize their work to tell stories and share experiences. Visiting an art museum is an interactive and fun way to experience something new for both adults and children. Research suggests that children who engage with original works
Marsh Private Client Services’ Family Office Benchmarking Study identified cyber threats as one of the top five concerns among clients. Losing access to data or becoming the victim of a cyber crime or data theft can be a traumatic and expensive experience for affluent families. Marsh Private Client Services has prepared an article providing both
Online fraud and phone scams are a continuous threat in today’s virtual world. The Coronavirus pandemic has encouraged everyone to adapt to new technologies as a means for staying connected. However, users should be cautious about who is really on the other end of the screen or phone. Some scams target older adults by posing
Individuals may put off estate planning for several reasons. Among those reasons, few people find joy in considering their own mortality or incapacity. However, an estate plan is crucial in ensuring your assets – and your legacy – are passed appropriately to your heirs. Rather than focusing on the mortality of estate planning, focus on
Saturday Is The Worst Day To Book A Cheap Flight, Per New Study
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Which day of the week delivers the lowest price for airline tickets? Per this latest study, the early-workweek bird snags the cheapest fare.
Can a Warning Label Make Us Eat Healthier?
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The FDA is considering making food manufacturers put labels on the front of packages to improve American diets.
9 Productivity Tips That the 1% Know to Follow
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Is your inner high-performer waiting to be unleashed? If so, here's what the 1% swear by for peak productivity.
The Importance Of Self-Leadership, And How It Makes You A Great Leader
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Self-leadership influences and directs one’s thoughts, behaviors, and actions to achieve desired goals and is one of the most critical skills in becoming a great leader.
Old-School Scams Still Work, Even On Younger Generations
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There’s so much buzz about AI taking over the scam universe, it’s easy to forget that "old school" scams are effective, especially when retirees are targeted.