The Living Pledge

The Living PledgeThe Living PledgeThe Living Pledge
Home
Generosity with Friends
Gifts
Retirement & Coaching

The Living Pledge

The Living PledgeThe Living PledgeThe Living Pledge
Home
Generosity with Friends
Gifts
Retirement & Coaching
More
  • Home
  • Generosity with Friends
  • Gifts
  • Retirement & Coaching
  • Home
  • Generosity with Friends
  • Gifts
  • Retirement & Coaching

Retirement & Financial Coaching

Palash, my trusted financial advisor, has been instrumental in shaping my Living Pledge. Over a year of thoughtful discussions and planning, we've crafted a strategy that aligns with my values of generosity and impact. Palash's expertise has helped me create a realistic and sustainable pledge that balances giving and personal financial goals.

If you're inspired to create your own version of a Living Pledge, Palash can guide you through the process. Whether you're looking to incorporate charitable giving into your financial plan or need advice on budgeting and retirement, Palash offers valuable insights tailored to your unique situation.

Resources for Financial Planning & Retirement:

Budgeting Tools:

Creating a Giving Plan:

Retirement Strategies:

  • Mint: A user-friendly tool that helps track your spending, set up budgets, and stay on top of your financial goals.
  • YNAB (You Need A Budget): A robust tool designed to help you give every dollar a job and prioritize your spending.

Retirement Strategies:

Creating a Giving Plan:

Retirement Strategies:

  • 401(k) and IRA Options: Understanding the differences between traditional and Roth IRAs, as well as maximizing employer-sponsored 401(k) contributions.
  • Target Date Funds: A set-it-and-forget-it investment strategy that automatically adjusts based on your retirement timeline.

Creating a Giving Plan:

Creating a Giving Plan:

Creating a Giving Plan:

  • Donor-Advised Funds (DAFs): A charitable giving account that allows you to contribute to various causes and charities while benefiting from tax deductions.
  • Giving Pledge Examples: Learn from high-net-worth individuals and philanthropists, such as Bill and Melinda Gates, who have committed to giving away a significant portion of their wealth.

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