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Monetary gifts come in all sizes, shapes, and forms. From a dollar in the donation bucket to the purchase of savings bonds for grandchildren, monetary gifts are a generous expression of support that benefit both the recipient and the donor who shares in the joy […]

Does the 4% Retirement Rule Still Hold Up? One of the most prevalent rules of thumb in personal finance is the 4% withdrawal rate. This was coined by financial planner William Bengen in the mid 90’s when he found that over every rolling 30-year period […]

If you currently or have ever worked for a large company, there is a good chance that you’ve received stock options as part of your compensation package.  These can be a great way to enhance your overall savings and are a very nice benefit to […]