Finance
7 Year-End Money Moves
Consider these financial changes before the calendar turns.
As MOAA's Program Director, Financial and Benefits Education/Counseling, Lila Quintiliani, ChFC®, AFC®, develops and manages MOAA’s financial and benefits counseling, education, consumer advice, staff consultant and training programs. She provides members personalized, comprehensive, timely and appropriate financial advice and military/veterans benefits information assistance. She also conducts off-site classes and presentations to educate audiences in financial topics such as investments, retirement planning, risk management, insurance, savings programs, credit issues, taxes, estate planning, consumer awareness, survivor issues, and military/veterans/corporate benefit programs. She serves as the staff subject matter expert on financial and benefits matters to support MOAA’s legislative, marketing, and member product/service efforts, and provides financial and benefit content for MOAA’s print/electronic publications and multimedia channels.
Consider these financial changes before the calendar turns.
These tax-friendly techniques will help your charitable efforts make even more of a difference.
Rates for these inflation-hedging investments fell yet again this month. Is it time to make a change in your portfolio?
Find out the income ranges and learn about other adjustments, to include the standard deduction and gift exclusion.
Should you adjust your finances based on the Fed’s signals? MOAA’s expert weighs in.
Find out what you can do in advance to ensure a smooth transition for your Thrift Savings Plan.