Donating appreciated assets like stocks or real estate to charity can maximize both philanthropic impact and tax benefits. This strategy allows donors to potentially claim a full fair market value deduction while avoiding capital gains taxes, especially when assets are gifted directly rather than sold first. Tools like donor-advised funds and timing strategies may further enhance the efficiency and flexibility of charitable giving.

This podcast episode of The Retirement Oasis suggests that planning your ideal retirement includes focusing on one aspect of inner well-being, “Leisure or Play”. While the ideal retirement does not involve all Leisure, it is nevertheless a huge part of one’s retirement. There are tips and tricks to make the most out of your leisure opportunities.

Although most people 50 and older have personally saved a certain amount for retirement, fewer than half (45%) have calculated how much they will need to live comfortably in retirement and far fewer have looked at the related issues surrounding their wealth.