Hear what financial advisor Marie St. Clare learned while testing budgeting apps, and which features can help you stay on track.
Getting the Most From Your Budgeting Software (Part 2)
If you’ve ever tried to keep track of your spending with a budgeting app, you know that the initial motivation doesn’t always last.
Getting the Most From Your Budgeting Software
[Learn more…]
Budgeting Apps: We Tested Four, So You Don’t Have To
[Learn more…]
Charitable Giving (part 6): The Pros and Cons of QCDs
[Learn more…]
Charitable Giving (part 5): QCDs
This article will describe another charitable giving strategy known as Qualified Charitable Distributions (QCDs).
Charitable Giving (part 4): Donate Using DAFs
Charitable giving can reduce taxes. If you use Donor Advised Funds, you can often increase tax savings and donate to your favorite charity.