September 2024

Donor Advised Funds (DAF): A Powerful Tool for a New Generation of Giving

Donor advised funds (DAFs) empower individuals and families to manage their charitable giving in a streamlined, flexible way. This control allows a giving plan to develop and change over time, while the assets themselves can continue to grow. Depending on who provides the structure of the DAF, there may also be benefits in due diligence …

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Managing Your Stock Options After A Layoff

Employee stock options have increasingly become a piece of total compensation over the last few years, particularly for people employed in high-growth industries such as technology-related sectors. But what happens if a slowing growth picture results in your firm downsizing? With all the other things to worry about when your primary source of income goes …

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National 401(k) Day Is September 6: Are You on Track?

Saving for retirement should be part of every stage of your work life, from your first job to your last years before retirement. A 401(k) or other similar employer-sponsored, tax-advantaged retirement savings vehicle is, for many people, the core piece of their retirement nest egg. The sooner you start, the better; however, as you move …

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Is The 10x Rule For Retirement Right For You?

https://youtu.be/nMTnPLG-8E8 Summary In this episode, Mark Struthers discusses the 10 times rule for retirement savings, exploring its relevance and practicality in today’s financial landscape. He explains the origins of the rule, its benchmarks, and why it may be too conservative for many individuals. Struthers emphasizes the importance of personalized financial planning over generic rules of …

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Big Rock Little Rock

https://www.youtube.com/watch?v=rUCBWCYlOzc Summary How can you untangle the web of financial priorities when everything seems equally urgent? On this episode of Healthy and Wealthy Retirement, I, Mark Struthers, and my son, Will, present a practical and visually engaging solution. Together, we break down the “big rock, little rock” exercise, a straightforward strategy for prioritizing financial goals …

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