Audio commentary: Unraveling the uncertainties

Wisdom compares life to a journey – it’s also apt for retirement. Retirement is more like a decades-long odyssey around the world than a summer spent learning to sail. Careful planning tantamount to living comfortably and not running out of money.

Spreading your giving throughout the year, not just at the end, is beneficial to you and the charitable organizations you support.

Giving a gift that doesn't fit in a box or come tied with a bow can bring great satisfaction—and long-term benefits.