December 2020 Benchmark Bulletin

Spreading Generosity

Americans gave almost $450 billion to charity in 2019. Here are the recipients of this generosity.


Sharing Your Money Values Can Be Part of Your Legacy

Even if your family isn’t quite ready to have a formal conversation about your financial legacy, you can still lay the groundwork for the future by identifying and sharing your money values.


Year-End 2020 Tax Tips

Here are some things to consider as you weigh potential tax moves between now and the end of the year.


How to Help Maintain a High Credit Score

Remember these tips to help maintain your credit score throughout the holiday season.