By Greg Hart, CFP® If you’ve ever worked with a financial advisor or CPA, then you probably know there are ways to minimize your overall tax burden—strategies like bunching, taking advantage of tax-deferred savings opportunities, and claiming tax credits you’re eligible for. But when you retire, …
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Why You Should Consider Sending Your RMDs Straight To A Charity
By Greg Hart, CFP® “Giving is not just about making a donation. It is about making a difference.” I love this Kathy Calvin quote, and I bet it strikes a chord with you as well. You recognize that the world extends beyond just you and your family and you want to leave your mark on it. You seize …
Top Financial Planning Challenges Corporate Executives May Face
By Greg Hart, CFP® Having a long, successful career as a corporate executive is a great accomplishment. You’ve climbed the ladder, worked hard to get where you are, and you devote much of your time and energy to improving your company’s bottom line. That often means that aspects of your personal …
Follow Us On Social Media!
By Greg Hart, CFP® Did you know Haddon Wealth Management is on social media? We know that many of you probably prefer to get information from and interact with companies through social media, so we created our pages just for you! Here’s what you can expect from us: Valuable resources we …
Advantages Of Tax-Free Municipal Bonds Versus Other Types Of Fixed Income
By Greg Hart, CFP® Investors seeking income from their safer investments have had a tough time doing that the past few years. Interest rates have been at record lows and, because of economic weakness, are unlikely to go much higher anytime soon. If you need your investments to generate income, …