Columns/Opinions

PSA: Advice can help with charitable gifts

It’s the holiday season, so gifts are probably on your mind – including gifts to charities.    You could write a check, but is there a more productive way to give?    One possibility is to donate investments, such as stocks, that you’ve held for a long time and that have increased in value.

PSA: COLA is sweet for Social Security recipients

If you receive Social Security, you’ve probably already heard that your checks in 2023 will be considerably bigger.    In fact, there’s an 8.7% cost of living increase, known as COLA.    How should you use this extra money?

PSA: Is a Donor-advised Fund Right for You?

You can find many ways to support charitable organizations.    One method that’s gained popularity in recent years is called a donor-advised fund.    Should you consider it?    It depends on your situation.    But you might at least want to know how it works.