Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.

As a retiree, or an older individual, you may find yourself at risk for encountering financial scams. Here are a few ways to protect yourself and your loved ones.

This article will use the fact that October is Financial Planning Month as a springboard to educate readers on general financial planning tips.

Let your clients and contacts know about what a big job retirement strategy represents, and what a help you will be in setting it into motion. Factoring in longevity is a big part of that.