A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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To choose a plan, it’s important to ask yourself four key questions.
Financial planning often doesn’t take place on a beach. But the next time you find yourself there, try this experiment, courtesy of management and motivational guru Stephen R. Covey: You’ll need a mason jar and an assortment of big rocks, smaller gravel, sand, and water.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.