Blog
What Are Donor-Advised Funds?
Charitable giving is more than just an act of kindness; it’s a strategic decision that can have a significant financial and social impact. For those wanting to donate large amounts of money, it can be a particularly complex process. This is where donor-advised funds (DAFs) come into play, offering Read More
Retirement Tax Planning: How to Keep More of Your Money
With so many rules and ever-changing regulations, it's easy to feel concerned about how much retirement money you'll actually get to enjoy after taxes. This guide is here to help alleviate those worries. From understanding your income sources to optimizing your investments, discover the top actionable strategies that help you Read More
Understanding CRTs & Charitable Giving Tax Deductions
Imagine a financial tool that not only supports your financial security but also enables you to leave a lasting philanthropic legacy. That's the power of a charitable remainder trust (CRT), a charitable giving strategy that lets you enjoy a stream of income, reap various tax benefits, and ultimately support the Read More
The Basics of Charitable Giving
Charitable giving has been a cornerstone of society for ages, evolving to become a significant component of financial planning and wealth management strategies. This shift is largely due to the mutual benefits giving can offer. Not only does it give individuals a thoughtful, structured way of contributing to their favorite Read More
Key Questions Every Financial Advisor Should Ask
You’ve likely encountered a ‘guide to questions you should be asking your financial advisor,’ but the conversation should be a two-way street. A skilled financial professional must also ask the right questions, delving deep into your circumstances, goals, and concerns to gain a thorough understanding of your financial landscape. Read More
Tax-Efficient Retirement Withdrawal Strategies to Cover Medicare Expenses
As retirees enter a new phase of life, one of the biggest challenges they face is managing healthcare costs, particularly those associated with Medicare. With its complex premium structure and coverage limitations, navigating Medicare expenses can significantly impact retirees' financial stability. Here, we explore how strategic management of retirement Read More