You know, 2022 was a pretty rough year when it came to returns. And the stock and the bond market. You know, most clients, most people were down somewhere in the vicinity of about 15%, no matter what they did, no matter how they were invested. So there are those who are thinking about retirement and are wondering, should I delay my retirement because of what’s happened?
Discover how charitable giving can benefit your finances and fulfill your philanthropic goals. Learn strategies to maximize tax advantages and plan for a legacy of giving.
Discover how charitable giving can benefit your finances and fulfill your philanthropic goals. Learn strategies to maximize tax advantages and plan for a legacy of giving.
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