Blog

Year-end giving can be meaningful and tax-efficient. With the right strategy, you can support causes you value while reducing taxes and simplifying your financial life.

The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors—Check-in weekly for the most current happenings.

A year-end investment review helps ensure your portfolio still aligns with your goals. A few thoughtful adjustments now can help you enter the new year more organized and confident.

The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors—Check-in weekly for the most current happenings.

Year-end is the ideal time for retirees to review their finances, reduce taxes, and strengthen their retirement income plan. This guide walks through 10 practical steps—from RMDs and QCDs to Medicare, withdrawals, and rebalancing—that help retirees stay organized and financially prepared for the year ahead.

Busy professionals can benefit from a simple year-end checklist to get organized, reduce taxes, and prepare for a strong financial start to next year. This post covers 12 essential steps including 401(k) contributions, HSAs, RSUs, tax planning, rebalancing, and benefits review.