Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Heading into retirement with confidence is easier if your strategy includes steps to help minimize taxes. Even though your income is likely to decline, you still could be subject to high taxes if you’re not careful.
More and more companies are choosing to donate to charities through volunteering their time, resources, or both.