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Should You Be Utilizing Donor-Advised Funds in 2021? These 4 Tax Benefits May Help Make Up Your Mind

Donor-advised funds, or DAFs, allow families and individuals to make tax-advantaged donations to charitable organizations. Similar to other investment accounts, a DAF allows donors to contribute assets to be donated to charitable organizations. The IRS requires such funds to be operated by 501(c)(3) organizations, or what the IRS deems “sponsoring organizations.”1

Investment Insights
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62, 70 or Somewhere In Between? It's Time to Answer the Question Once and For All: When Should I Claim Social Security?

Deciding when to begin claiming your Social Security benefits will depend on several factors, such as your personal health and financial standings. It's true that waiting to access benefits will increase your monthly payments down the road. But, full access will depend on your birth date and some may need to access benefits sooner. To help you better navigate this issue, below we’re examining the variables that could impact when you decide to begin claiming your Social Security benefits

Investment Retirement Funding Insights
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Understanding Inflation in 2021: What Investors Need to Know

Following a year of economic instability, it appears that many of us are turning our attention to something that’s been around for decades, but has recently piqued national interest - inflation. In fact, a recent study found that people are Googling the word “inflation” at a rapid rate, with a peak not seen since 2008.1 Since the start of the COVID-19 pandemic, six major stimulus bills totaling around $5.3 trillion have passed. With these efforts to alleviate pandemic-fueled financial strife, are inflation levels being impacted?

Investment Insights
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A Federal Wealth Tax Has Been Introduced in the Senate. Here's What Affluent Families Need to Know

Several U.S. senators have proposed new legislation in an effort to raise $3 trillion in tax revenue over the next decade.1 Called the Ultra-Millionaire Tax, this new proposed legislation comes in direct response to the economic turmoil Americans have experienced throughout the COVID-19 pandemic. Senator Elizabeth Warren described the necessity for such revenue saying, “As Congress develops additional plans to help our economy, the wealth tax should be at the top of the list to help pay for these plans because of the huge amounts of revenue it would generate.”1

Investment Insights
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You've Been Told Owning a Home Is Better (Financially) Than Renting. But Is That True For Everybody?

Buying a home is one of the biggest financial decisions that you will make in adulthood and for many people, this may be seen as a part of the “American Dream.” While it can feel good to own something rather than rent, it’s not for everybody and can come with costs and limitations. If you’re having a hard time deciding which option is best for you, consider the pros and cons of owning a home versus renting.

Investment Insights
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April Is Financial Literacy Month. Do You Have These 5 Finance Basics Down?

Working with a trusted financial professional is important when it comes to strategizing and preparing to meet your financial goals. But as most of us handle money on a daily basis, it’s important to have an in-depth understanding of the fundamentals of financial literacy. Below we’ve identified five financial basics everyone should know. Understanding these important concepts can serve as a basis for your financial standings.

Investment Insights
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You Want to Offer a 401(k) For Your Employees. As a Small Business Owner, These Are the 3 Next Steps to Take

When it comes to attracting top candidates and improving retention, offering certain advantages such as a 401(k) plan can be an effective move. But as a small business owner, you may have shied away from such benefits due to logistical and financial concerns. If you’re thinking about offering a plan for your employees, get started with these three steps.

Investment Retirement Funding Insights Naturopaths
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If a College Student Receives an Inheritance, Will It Affect Their Financial Aid?

Each year, around 86 percent of college students obtain some form of financial aid.1 In order to receive financial aid from the government, all students must fill out the Free Application for Federal Student Aid, otherwise known as the FAFSA. The FAFSA determines the financial need of a student based on factors such as family income and the prior tax year’s income.

College Planning Investment Insights
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A Shift in Government Could Mean Big News for Environmentally-Focused Investors. Here's What We Mean

While President Biden has a packed agenda between combatting COVID-19, a slow-started vaccine rollout and economic instability, he has promised that from day one, he will “use the full authority of the executive branch to make progress and significantly reduce emissions.”1 While on the campaign trail, now-President Joseph R. Biden, Jr. made it clear that climate change would be a major priority once he entered office. On Jan. 27, 2021, Biden began taking executive action to address climate change.

Investment Insights