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If 2022 is the year you want to get financially healthy, review this checklist to address cash flow, asset and debt, tax issues, and more.

A review of fourth quarter global market returns.

Learn the keys to successfully achieving New Year's resolutions and make 2022 the year you finally accomplish those financial objectives.

After ringing bells for The Salvation Army, Grandpa Moneybags shares a personal story about why he gives to charity.

Before writing that year-end donation check, pause to consider the best way to gift to charity.

Compare the tax advantages of donating appreciated stock or cash through both direct contributions and bunching gifts into a fund.

Medicare Part B Premiums are set to rise 14.5% in 2022. High-income earners beware of the tax torpedo.

The IRS released the tax inflation adjustments for Tax Year 2022 including standard deductions and marginal rates.

A checklist of issues to consider before 2022, including RMDs, tax planning, cash flow, health insurance, estate planning, and more

When Grandpa Moneybags decided to make a charitable contribution to a donor-advised fund, he solicits the help of his family to research worthy causes.