Planning for retirement is never a “set it and forget it” task. There are unexpected disasters, market drops, and changing laws that could cause retirees to reevaluate their financial situation. Ultimately, there’s no way to predict everything that will cause market downturns. However, you can prepare yourself for one by having a solid financial strategy in place.
For many individuals and families, philanthropy is an important part of their values and long-term financial vision. Supporting causes you care about can be deeply rewarding—but it can also serve