CCR Insights

295

Year-End Charitable Giving Strategies to Consider

As December 31 approaches, charitable giving becomes top of mind for many individuals. Whether driven by a desire to maximize tax incentives, honor a loved one, or thoughtfully allocate year-end bonuses, this season is a strategic time for philanthropy. For high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, giving often requires careful planning and involves more advanced…

294

Turn Your RMDs into Charitable Donations

High Net Worth & Ultra High Net Worth individuals can leverage advanced strategies to maximize charitable impact while optimizing tax benefits!

293

5 Reasons to Rethink Financial Wellness

Starting a financial wellness program can help increase employee productivity and lessen presenteeism.

292

Social Security Benefits Are Projected To Rise 2.5% In 2025

Social Security and SSI benefits for more than 72.5 million Americans will increase 2.5% in January 2025.

290

How Sustainable Investing Combines Profit with Purpose

As you near retirement, you may start considering the legacy you’ll leave behind. Consider sustainable investing, which offers a way to leave a positive impact while accumulating wealth.

289

Understanding Qualified Charitable Distributions (QCDs)

As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor. Qualified Charitable Distributions (QCDs) can offer an opportunity to support your favorite causes and manage your retirement income. Here are some factors to consider with QCDs and how they’ve changed based on recent legislation, such as the SECURE…

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