Retirement Plans and Estate Planning
- Broadridge Content
When you die, what will happen to your retirement plan benefits?
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Knowledge is power! The following news has been carefully selected by our office to empower your learning. Dive into trending news, thought-provoking insights, and everything in between.
Gift and Estate Taxes
- Broadridge Content
If you're planning your estate, you should know that taxes may apply to certain property transfers made during your life and to certain property owned at your death. You should understand when taxes apply and when they don't.
This Is One of the Hottest (and Priciest) Gifts on 2025 Wish Lists—Here’s What Parents Expect to Pay
- Investopedia
Parents planning to buy video game gifts for their children this holiday season expect to spend an average of $737, according to a new survey. Video games ranked among the top three most popular gift categories for kids, following money and clothing. A different report found that people plan to spend an average of $1,007 on all of their gifts this holiday season.
Positioning Your Income/Assets to Enhance Financial Aid Eligibility
- Broadridge Content
There are a number of strategies parents might consider to increase the amount of financial aid their child may qualify for under the FAFSA (Free Application for Federal Student Aid).
Is This a Moment for Strategic Hibernation?
- Harvard Business Review
A new model for business resilience in a politically turbulent era. By Christopher Marquis in Harvard Business Review.
Saving for College
- Broadridge Content
Your savings are the cornerstone of any successful college funding plan.