Sue Stevens is an award-winning personal finance author and retired financial advisor. About Sue Stevens »
2024: What’s New and What’s Next
Personal finance never stays the same. You need to know what’s changed so you can do your best planning.
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Digging Deeper at Year-End for Better 2024 Financial Results
At year-end, or the beginning of a new year, I like to step back and take a closer look at how things are going and what needs to happen next. Maybe you do too.
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2024 Philanthropy Worksheet
We can make a difference—even when it seems like a very small drop in the ocean. It all adds up. There will always be a need to help other people and our planet and promote what we find meaningful. I’ve provided the worksheet below to help you make your philanthropy plans for the coming year.
Read MoreThe Dreams of Wealth™ series.
The Dreams of Wealth™ series explores the role of personal finance in transforming lives and realizing dreams.
