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Charitable Giving: 7 Steps to Take
Charitable Giving: 7 Steps to Take

It’s that time of year, when we start to give thanks in our words, deeds and actions. While total charitable giving increased last year, when adjusted for inflation, it slipped by 1.7 percent to an estimated $427 billion.

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BlogMark TalercioNovember 30, 2019Jill Schlesinger, Jill on Money, donate, donation, charity, charitable contributions, charitable giving
Thanksgiving Emails
Mark TalercioNovember 29, 2019Jill Schlesinger, Jill on Money, Thanksgiving
Roth Conversions, Mortgage Payoff, Finding an Advisor
Mark TalercioNovember 28, 2019Jill Schlesinger, Jill on Money, Roth IRA, Roth conversion, can I retire?
The Beauty of a Roth 401(k)
Mark TalercioNovember 26, 2019Jill Schlesinger, Jill on Money, IRA, Roth IRA, Roth conversion, can I retire?, retire, retirement
Holiday Shopping 2019
Holiday Shopping 2019

As Thanksgiving fast approaches, the holiday spending projections are coming out of the woodwork. Estimates range from a 3.5 to 5.5 percent increase over last year’s results, despite the fact that the 2019 holiday season is compressed.

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BlogMark TalercioNovember 22, 2019Jill Schlesinger, Jill on Money, holiday shopping, Black Friday, Cyber Monday, retail sales
What to Do With Old Retirement Plan?
Mark TalercioNovember 22, 2019Jill Schlesinger, Jill on Money, retire, retirement, can I retire?, 401(k), 401k, Luscombe, Belinda Luscombe, real estate, mortgage
How Money Became Dangerous
Mark TalercioNovember 21, 2019Jill Schlesinger, Jill on Money, Varelas, Chris Varelas, Christopher Varelas, How Money Became Dangerous
How Much Company Stock Is Too Much?
Mark TalercioNovember 19, 2019Jill Schlesinger, Jill on Money, retire, retirement, company stock, can I retire?
9 Year End Money Moves for 2019
9 Year End Money Moves for 2019

It’s the most wonderful time of the year, time to make money saving and headache-preventing moves before we roll into 2020.

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BlogMark TalercioNovember 15, 2019Jill Schlesinger, Jill on Money, IRS, 401k, 401(k), IRA, Roth IRA, Roth conversion, Side Hustle, standard deduction
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All opinions expressed by Jill Schlesinger and Mark Talercio on this website and on the “Jill on Money” and “Money Moves” podcasts (“the shows”) are solely their opinions and do not reflect the opinions of CBS News, its parent or affiliated companies. You should not treat any opinion expressed on this website or on the shows as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Jill Schlesinger, CBS News, its parent and affiliated companies make no warranty as to the completeness or accuracy of any opinion expressed on this website or on the shows, and any opinion expressed on this website or on the shows should not be relied upon as complete or accurate. Before acting on any information on this website or on the shows, you should consider whether it is suitable for your particular circumstances and seek advice from your own financial or investment adviser.

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