Institutions Manage Wealth

Planned Giving Tools for Meeting Your Philanthropic Goals

"Planned giving" is a broad term for charitable gifts made in conjunction with an individual’s financial or estate plan. These gifts are usually infre...
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Risk in Retirement

We all define "risk" to our financial well-being in very personalized ways. For some, this risk is not being healthy enough to enjoy the retirements w...
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Spring Cleaning for Your Estate Plan

At Clifford Swan, wealth management has always been about more than your portfolio. Please do not misunderstand. Researching companies and carefully s...
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How to Build Your Financial Skills and Take Your Seat at the Table

A financial toolkit for young adults who want to embrace the power of money and grow their impact. We are living in a time when young people have more...
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Beyond Giving Tuesday: How to Make a Giving Plan and Why You Need One

“Every dollar makes a difference.” We’ve all heard it before, but most of us don’t even know where to begin giving that dollar. Stepping into one’s ph...
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How to Use Money as an Extension of Your Political Voice

As women across the country head to the polls for the midterm elections, many of us will also have dedicated time and money as candidates, volunteers,...
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How to Make a Budget You Can Stick to With the Easy 50/30/20 Rule

Like the little black dress of financial planning, budgeting is one piece of advice that will stand the test of time. No matter what stage of life you...
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Women’s Rising Power: More Money Means More Giving

Despite increased focus on women’s empowerment, an essential ingredient for women to succeed is often left to chance: financial competence.
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Many Paths, One Destination: Forging Your Way to Retirement

I want to save for my retirement; what type of plan should I use? A traditional IRA or a Roth IRA—or another vehicle? Saving for retirement is a big s...
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Giving Under the New Tax Law: Tax Cuts and Jobs Act of 2017

We can only either spend or save the income we receive. And, since you can’t take it with you, income that is initially “saved” must eventually be “sp...
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