What You Need to Create Your End-of-the-year Financial Plan

As the end of the year approaches, it’s easy to get busy with the festivities. There’s the shopping you’ll need to do, family gatherings to attend, traveling, and so on.

However, it’s essential that you find time, amid these celebrations, to revisit your finances and create a plan for next year. Without a financial plan in place, it may be unclear the path you’ll need to take to reach your financial goals.

Donor Advised Funds: A Simpler Way To Give

There are several reasons why individuals give money away each year to charitable organizations. Some believe that it is a means of “giving back” to a community that helped you reach your fullest potential. Others believe that charitable giving is a mutual benefit to both the giver and receiver. The receiver can use those funds to help just causes, while the giver can feel a greater sense of worth by playing an essential role in helping others.