Bill Brancaccio

While Black Friday and Cyber Monday center on consumer deals, Giving Tuesday—the Tuesday after Thanksgiving—has a different focus. Each year, individuals and corporations are encouraged to use the day to support charities and social causes, along with encouraging others to be generous by offering to match donations. This type of impact investing provides the best …

Make a Positive Impact This Giving Tuesday With Impact Investing Read More »

For many of us, a new year is an opportunity for fresh starts and discovering the best versions of ourselves, but some things—like tax contributions and retirement deadlines—don’t change much, if at all. And with that shiny new year right around the corner, meeting end of year deadlines and getting tax efficiencies in place now may …

End of Year (EOY) Deadlines Checklist Read More »

If you’ve never engaged in financial planning and are unsure how to get started, this article is for you. A financial plan starts by evaluating your current financial situation and future expectations and can be created independently or with the help of a financial professional. In short, financial planning involves: Examining long-term financial goals and …

10 Easy Financial Planning Steps for Beginners Read More »

Heading into your retirement years brings a slew of new topics to grapple with, and one of the most maddening may be Medicare. Figuring out when to enroll, what to enroll in and what coverage will be best for you can be daunting. To help you wade easily into the waters, here are ten essential …

Ten Things You Must Know About Medicare Read More »

Basic estate planning is something that everyone should do, regardless of your age, marital status, the value of your assets, and if you’re a parent or not.  According to a 2021 poll by Gallup, less than half of U.S. adults (46%) have a will that dictates what happens to their assets when they die. This …

6 Important Components of Estate Planning Read More »

Do you wish that there was more time in a day? Do you want to have time to drink a cup of coffee in the morning, or get to the gym before or after work? Well, we can’t change how much time there is each day, but we can help you manage and save time! …

Efficiency Rules: 3 Simple Steps for Improved Planning and Productivity Read More »

Financial literacy refers to the skills and knowledge that allow an individual to make informed and effective decisions through their understanding of finances. Financial literacy starts by building a basic understanding of ‘money matters’ to create a sense of economic well-being, self-trust, and financial confidence. The principles of financial literacy include: Saving- Saving is preparing …

The Principles of Financial Literacy Read More »

America’s Founding Fathers created the foundation of a nation like no other. Each had goals and dreams, many with high expectations of what the United States of America could become. For today’s citizens, it may be possible to look back on these men and the financial insights they used as guides for inspiration. Here are …

4 Financial Lessons from America’s Founding Fathers Read More »

What constitutes a gift to charity? A gift to charity is simply a gratuitous transfer of property to a charitable organization. The key is that your gift must be some kind of property–your time or personal services do not count. There are several different types of property that can be donated to charity, and a …

Charitable Gifting Read More »