Charitable Giving
With just a few months remaining in the year, it’s a good time to review the 2025 tax law changes to see if you should consider making any 2025 moves while you still have time.
Writing a Letter of Instruction
All too often, people overlook a simple letter of instruction as a way to explain their most emotional and sentimental reasons behind their estate choices.
Wall Street Words of Wisdom
In May, you may hear the Wall Street maxim “Sell in May and Go Away.” But is that sound guidance or just a clever saying? Take our quiz and see how much you know.
Quiz: State of Retirement Planning
This quiz will play off of the article “What Motivates Retirement Planning?” It will look at some specifics from the survey.
Quiz: IRS Statistics
It’s a bit of an understatement to say that tax time is a busy time for the IRS. When 131 million households do the same thing at the same time, the numbers are staggering.
Lifestyle: Quiz: Passwords
At CFD’s Annual Conference, the FBI gave the CFD family an update on identity theft. Easy tasks like changing your passwords can make a big difference. When was the last time you changed your password?
Giving Back During the Holidays
This quiz will address how people give back by spending their time–and money–over the holidays. It also will consider charitable giving trends over the past year
Quiz: Back to School Spending
Everybody is unique, but every person also likes to compare themselves to national averages! See how you score on this back-to-school quiz.
Quiz: Pickleball Sweeps the Nation
Many people say pickleball looks a lot like tennis that’s played on a small court with a wiffle all. But pickleball is so much more! It’s become one of the fastest-growing sports in the U.S.
Quiz: Wedding Trends
While October is the most popular month for weddings, the summer months are not too far behind. This short quiz will show readers what trends are emerging.
