MoneySmart

Creating a Legacy

Maximize your impact through charitable giving during your lifetime and beyond.

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Let’s Get Organized!

Seemingly small changes in your financial plan can lead to substantial results.

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Your Year-End Financial To-Do List

What to do by the end of the year to keep your finances on track for 2024.

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Not Your Grandfather’s Annuity

A second look at the much-maligned retirement investment.

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Retiring as a Federal Employee

Plan ahead to take advantage of a wide range of benefits.

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Is Your Business Properly Structured?

Don’t lose out on the key benefits of small-business ownership.

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Making the Most of Medicare

If you’re approaching age 65, it’s time to plan ahead.

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Calling It Quits

Retiring early is not always as easy as it sounds.

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The Pitfalls of Reverse Mortgages

Is it wise to borrow against your home equity?

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Financial Planning for Couples

Things to consider when there are two of you.

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