Nov. 2022 Benchmark Bulletin

Spending Higher Than Expected for More Retirees in 2022

Inflation contributed to increased retiree spending across a broad range of categories in 2022.


Year-End 2022 Tax Tips

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


Donor-Advised Funds Combine Charitable Impact with Tax Benefits

Taxpayers who itemize deductions can write off DAF contributions in the year they are made, then gift funds later to the charities they want to support.


Four Tips for Keeping Heating Costs Down This Winter

Here are some tips to help you keep your heating costs down this winter.