Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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Making retirement calculations isn’t about perfection; it’s about helping you prepare confidently.
Money is a central part of everyday life as an adult. We spend time most days earning it, we need it for survival, and we want it for fun and entertainment.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.