December 2019 Newsletter

How to Give Like a Billionaire When You Don’t Have Billions to Give

Since Bill and Melinda Gates and Warren Buffett created the Giving Pledge in 2010, more than 200 of the world’s wealthiest individuals and couples have committed to giving the majority of their wealth to philanthropic or charitable causes.

Take This Quiz: The Social Security Retirement Earnings Test

Can you work and receive Social Security retirement benefits at the same time? Yes, but the Social Security Administration (SSA) will apply an earnings test.

For College Savings, 529 Plans Are Hard to Beat

529 plans are a unique college savings vehicle, so it’s no surprise why total assets in 529 plans have grown steadily since their creation over 20 years ago. Here is what makes these plans so unique.

Should I sign up for an identity theft protection service?

If you want an extra layer of protection, an identity theft protection service is a good option.

Protecting Yourself Against Identity Theft

There are steps you can take to protect yourself against identity theft.

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