Q: My partner and I are looking to make some charitable contributions before year-end.
Q: I can’t believe it is December already! Is there anything specific I should be considering for my financial planning for year-end?
A: First, let me wish a very happy and healthy holiday and New Year to all of you.
Q: My partner and I are both still working, but we want to make sure we’re taking the right steps today to be prepared for our retirement.