Your fifties are likely to be a decade filled with both challenges and opportunities. You may have paid off your mortgage, you could be in the midst of college tuition payments, you could be on the verge of an empty nest, and it’s likely you’ve hit your peak earning years, as well. If your paychecks are larger than ever, you should be saving more than ever, too.
https://youtu.be/RB9PRMxXesA The Resolute team discusses the roles and responsibilities that are required by ERISA Plan Fiduciaries today. Throughout this discussion, key aspects of maintaining compliance with the standards set by the Department of Labor are identified and a detailed explanation is provided on these topics.
Incorporating charitable giving into a financial plan is one of the most rewarding aspects we can help our clients achieve. We like to refer to these conversations as part of our “Giving Box” strategy planning. By having a meaningful discussion about charitable giving patterns and goals, we may be able to help uncover ways to enhance the benefit(s) of your gifts through various methods