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What Kind of Charitable Donor Are You?

Presented by Botto Financial    Charitable giving is an important piece of many individuals’ estate plans. Beyond the tax advantages offered by charitable donations, many people have personal reasons for choosing to include charities in their estate plans. A...

Stock Option Strategies

Presented by Botto Financial    Stock options allow you to benefit from an increase in the value of your employer’s stock without putting your own money at risk. You hold the options until you think the stock price has reached a high, and then you exercise and...

What You Should Know About Social Security and Medicare

Presented by Botto Financial    Timeline for Retirement Benefits Eligibility  Age 62: Eligible for social security retirement benefits If you elect to claim social security benefits at age 62, your benefits will be permanently reduced by 25% to 30%. Age 65: Age...

Financial Planning Guide for Unmarried Couples

Presented by Botto Financial    No one likes to think about death, disability, or a breakup, but planning for the unexpected can help alleviate many potential problems, particularly for unmarried couples. Although some states have begun to offer committed...

Charitable Giving: What to Do Before You Donate

Presented by Botto Financial    Making a charitable gift can be a fulfilling experience, but before you donate, it’s wise to do a little research. Taking the time to learn about a charity can help you determine whether the nonprofit organization is legitimate and...