Hamilton Wealth Blog

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Navigating Social Security: Starting Your Year with Strategic Planning

As we usher in a new year, it’s a perfect time to embark on a journey of financial foresight and strategic planning, especially when it

Optimizing your IRA and strengthening it for your retirement years requires proactive strategies and annual assessments.

IRA Contributions and Distributions: Optimizing for the Upcoming Year

As the year concludes, it’s an opportune time to assess and optimize your Individual Retirement Account (IRA) strategies for the upcoming year. Whether you have

Discover effective strategies with our year-end financial checklist to review and strengthen your financial standing as you prepare for the new year.

Year-End Financial Checklist: Closing Your Fiscal Year Strong

Optimizing Your Finances: A Comprehensive Guide to Year-End Preparation As the year draws to a close, it’s an excellent time to review your finances and

Tackle your New Year’s financial goals by adjusting your retirement plan contributions to optimize your savings.

Adjusting Your 401(k) Contributions: Preparing for the New Year’s Financial Goals

As the year draws to a close, it’s not only a time for festive celebrations but also a crucial period to reflect on your financial

Create your philanthropic legacy – and enjoy tax advantages – through the use of a Donor-Advised Fund.

Designing a Philanthropic Legacy: Using Donor-Advised Funds in Estate Planning

Creating a philanthropic legacy involves more than just financial planning; it’s about leaving a lasting impact on the causes you care about. Donor-Advised Funds (DAFs)

Discover tips on smart gifting and charitable donations to maximize tax benefits and make a meaningful impact at year’s end.

Smart Gifting: Year-End Tax Strategies for Charitable Donations

Maximizing Charitable Impact: Year-End Strategies for Effective Giving As the year draws to a close, many individuals look to charitable donations not only as a