December Double Feature: PART 1: Charitable Donations

December Double Feature: PART 1: Charitable Donations

Charitable Giving: What to Do Before You Donate Presented by Fred Burgess Making a charitable gift can be a fulfilling experience, but before you donate, it’s wise to do a little research. Taking the time to learn about a charity can help you determine whether the...
September – Count Down to Retirement

September – Count Down to Retirement

Countdown to Retirement Presented by Fred Burgess   There’s a lot to consider as you prepare for retirement, so it’s wise to begin planning well ahead of time. The checklists below are designed to help you stay on track for the retirement you envision.  ...
August Spotlight

August Spotlight

College Savings Plan Comparison Chart Presented by Fred Burgess   Saving for college can feel like a daunting task The fees, expenses, and features of 529 plans can vary from state to state. 529 plans involve investment risk, including the possible loss of funds....