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PamPeters Blogger
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Making a charitable donation has never been easier. It seems that every day we are bombarded with requests to help with disaster relief, political causes, animal shelters, local schools, etc. Before you take the plunge to give a year-end gift, get some tips about getting the most from your gift and how donating can actually benefit your mental well-being.

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Between holiday gatherings, last-minute shopping, and making that cherished batch of grandma’s ginger-spiced cookies, this can be a busy time of year. But it’s worth setting aside time to review your year-end financial picture. Here are three things to think about.

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An employer-sponsored retirement plan is an essential perk as you change jobs throughout your career. But what happens when you start collecting a string of 401(k) plans? Here’s what you need to know before rolling over your plan.

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Whether you know it or not, you control many aspects of your Social Security benefit. Here are 5 ways to put Social Security to work for you.

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In estate planning, trusts can be established to easily transfer assets to heirs. With the right setup, assets in a trust can avoid probate and taxation, and immediately pass from the original owner to the heirs. That’s all well and good, but what type of trust is best for you?

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Social Security benefits can be affected by marriage, divorce, name changes, and other life events. Here are some tips.

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Everplans Blogger
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People often set up a trust to reduce estate taxes, avoid probate, and seamlessly transfer their assets to heirs. Once you determine the type of trust you need, hire a qualified estate planning attorney to help you set it up.

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As the leaves change color and the temperatures drop, it’s time to decide how you’re going to spend the rest of the money in your health FSA (flexible spending account), if you still have some left. Here are some ideas.

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Strategizing for “maximum” Social Security benefits has lost some of its cache now that Congress eliminated loopholes married couples could use. Today’s Social Security claiming strategies are more based on fully understanding the program as you prepare for retirement and making appropriate decisions.

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While smart saving is a key component of retirement planning, wise spending habits are just as important. After all, isn’t retirement about finally getting to enjoy the fruits of your labor? In life, spending is inevitable. Spending thoughtfully, on the other hand, is a choice.

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If your career path took a career break and you’re now considering returning to work, you may be wondering how to re-enter the professional world. Relaunching is more common than you might think. Heading back to work can help fill the gap in your resume and your retirement savings. Interested in making the most of the money you’ll earn after you land your new job? Read on.  

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Earning money and investing without paying taxes? Is that possible? A health savings account (HSA) may be just the ticket.

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Spending in retirement is a balancing act. How do you celebrate the fruits of your labors while being careful not to put yourself in financial jeopardy down the line? A few simple online tools can help you start your journey.

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Considering a 15-year mortgage instead of a 30-year mortgage? Find out if you might be a good candidate for this option by weighing these considerations.

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The only certainty of life is death and taxes…and then more taxes. Because after a death, there’s a variety of taxes due, some of which mirror the living (income tax) and others that are specifically for those who have passed on (estate tax). Find out what you have to do when the final tax bill comes due.

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This material was prepared for general distribution.  It is being provided for informational purposes only and should not be viewed as an investment recommendation.  If you need advice regarding your particular investment needs, contact a financial professional.

Insurance products and services are offered or issued by Transamerica Life Insurance Company, Cedar Rapids, IA; Transamerica Financial Life Insurance Company, Harrison, NY (licensed in New York); Transamerica Advisors Life Insurance Company, Little Rock, AR; Transamerica Premier Life Insurance Company, Cedar Rapids, IA; and Transamerica Casualty Insurance Company, Columbus, OH. Variable products and mutual funds are underwritten and distributed by Transamerica Capital, Inc., or Transamerica Investors Securities Corporation, each a broker/dealer and member of FINRA. Securities and investment advisory services offered by Transamerica Financial Advisors, Inc., a broker/dealer, member of FINRA, SIPC and a Registered Investment Adviser. Investment advisory services focused on the unique needs of individual retirees, retirement plans and their participants offered by Transamerica Retirement Advisors, LLC, a Registered Investment Adviser. References to Transamerica on this site apply to an individual company or collectively to these and other Transamerica companies. This site may not yet be approved by the Departments of Insurance in all states at the time of publication. Transamerica companies are part of the Aegon Group. Copyright 2011 - 2017 Transamerica Corporation, 4333 Edgewood Road NE, Cedar Rapids, IA 52499 - All Rights Reserved. Transamerica does not sponsor, endorse or promote any products or services mentioned

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