by Advats | Mar 29, 2023 | Financial Strategy
Understanding the 50/30/20 You can divide your budget into three categories—needs, wants, and financial goals—by using the 50/30/20 general rule. It’s more of a general guideline to help you create a sound financial budget than a firm rule. According to the...
by Advats | Mar 8, 2023 | Financial Strategy
What Is a Donor-Advised Fund? A donor-advised fund may appear to be only for the ultra-wealthy, but it is open to anyone who makes charitable contributions. According to Fidelity Charitable, the donor-advised fund is one tax-efficient way to donate money to charities,...
by Advats | Mar 6, 2023 | Financial Strategy
Common Estate Planning Mistakes Estate planning is not the most upbeat subject. You decide who will handle your money and property, who will raise any minor children you have, and who will make health care and make other imporant financial decisions for you if you...
by Advats | Jan 18, 2023 | Financial Strategy
Financial Planning When Having a Baby As a new parent, you’ve probably learned enough medical terminology to pass for a junior OB-GYN, understanding complexities like epidural anesthesiology. However, studies show that you should pay equal attention to financial...
by Advats | Dec 28, 2022 | Financial Strategy
How To Be Financially Successful in 2023 The start of a new year the ideal time to set goals for yourself, particularly regarding personal finances. Starting with a blank slate and developing a plan for the financial milestones you hope to achieve will allow you to...
by Advats | Dec 27, 2022 | Financial Strategy
Strategies to Protect Your Assets in 2023 You most likely have assets accumulated throughout your life through hard work. However, it’s not always obvious how to safeguard those assets, especially if your company is involved. Asset protection strategies are...
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