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Philanthropy
Get More Out of Your Charitable Giving
This piece is approved to use with clients.
Typically, when we think about giving to charity, we think of all the lives we enrich by our support. What we sometimes overlook is how great it feels to do good. How can you make sure you get the most emotional benefit out of your charitable giving?
Goals/Needs-Based Investing
Financial Planning Perspectives: Invest Now or Temporarily Hold Your Cash
Systematic implementation—commonly referred to as dollar-cost averaging—might provide some protection against regret but at the cost of higher returns.
Philanthropy
Charitable Giving: Three Steps to a Successful Plan
This Vanguard research paper examines the advantages and disadvantages of common charitable giving strategies, and it presents examples to show their effects.
Children & College Savings
529 Plan Savers Earn Better Grades For Behavior
Vanguard's latest research note, 529 plan savers earn better grades for behavior, reveals that more investors are using 529s than ever before.
Retirement
From Assets to Income: A Goals-Based Approach to Retirement Spending
Understand Vanguard's approach to spending and saving in retirement without relying on guaranteed sources of income.
Children & College Savings
Advisor Perspectives: Guiding Your Child to Financial Independence
This piece is approved to use with clients.
You can guide your child towards financial independence by imparting these valuable lessons.