Charitable giving is often a key pillar of estate and legacy planning for many investors. If philanthropy is important to you, consider the following details of donor advised funds and evaluate if they make sense for your plans to support causes that matter most to you.
Depending on your financial situation, values and experiences with money, you and your spouse or significant
other may not always be on the same page when it comes to spending, saving and investing.
As an investor, one way you can enhance your long-term retirement security is to fully leverage the potential of tax-advantaged retirement savings vehicles.