Advisors

Sandberg’s late husband, Dave Goldberg, was the CEO of SurveyMonkey. SurveyMonkey’s prospectus lists Sandberg’s ownership of the company through a revocable trust as 10.3 million shares, or 8.4 percent of the company after the offering. Sandberg’s charitable plans are part of her plans to participate in the Giving Pledge, whereby some of the world’s wealthiest
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The 2017 Tax Cuts and Jobs Act made sweeping changes that reduce income and transfer tax for many individuals, while nearly doubling the income-tax standard deduction. Other changes curtail or eliminate many popular itemized deductions. The charitable deduction, however, does remain in effect as an itemized deduction and even provides a higher deduction threshold for
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If you want to give money to charities you believe in, you may want to consider two strategies that can help you boost your bottom line. Instead of giving cash, try donating appreciated securities, such as stocks or mutual funds, according to certified financial planner Sophia Bera, founder of Gen Y Planning. If you itemize
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Each person’s individual investing strategy may be different, but there are things every investor should avoid. Many individuals start investing with little to no education about the markets and learn the hard way by losing money. Instead, take note of these four investing mistakes. 1. Trying to time the market. Popularized by film and social
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“An inverted yield curve doesn’t cause a recession,” said Matt Toms, chief investment officer for Voya Financial. “People get confused about the causality on that front.” It does, however, provide a strong reminder that economic cycles and bull markets don’t last forever. Toms, for one, thinks the Federal Reserve Bank will pause on its path
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You shouldn’t use your house to help pay your monthly bills, but nearly 1 in 6 American homeowners thinks that’s just fine. Those were the findings from a recent survey by Bankrate.com. Earlier this month, the personal finance website took an online poll of 719 homeowners, asking them about using their home equity — the
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