AT FIRST GLANCE, IT MAY SEEM ODD TO CONSIDER DISTINCTIONS BY GENDER WHEN IT COMES TO FINANCIAL PLANNING. AFTER ALL, …
High-Net-Worth Individuals and Charitable Giving.
Benevolence does not have to come at the expense of tax savings. LET’S BE CLEAR: CHARITABLE GIVING IS A STANDALONE …
Types of Investments
You have a variety of options when pursuing an investment portfolio. First-time investors often find the process intimidating. and let’s …
It’s the Gift That Counts: Considering Different Charitable Donations
Whatever your reason for giving, think of different ways you can have an impact on the causes you care about. …
Small Business Financial Planning
RUNNING A SMALL BUSINESS CARRIES WITH IT UNIQUE FINANCIAL PLANNING CHALLENGES, WITH MONEY CONCERNS AN ONGOING BURDEN FOR THOSE WHO …
MAKING SENSE OF HSAs AND FSAs
Healthcare is expensive. no kidding, right. and no matter whether yours is bronze, silver, gold, or even platinum, healthcare plans …
FINANCIAL INDEPENDENCE. RETIRE EARLY. (FIRE)
There is an early retirement movement going on: financial independence, retire early (fire), an effort among millennials in particular to …
Happy Financial Literacy Month
April is Financial Literacy Month, a time to raise awareness about the need for financial education. April 2021 marks the …
Estate Planning 101
Tips for organizing your estate to preserve your assets for your designated beneficiaries. Estate planning is not an exercise relegated …
The Lifetime Gift Tax Exemption and Annual Gift Tax Exclusion
There are tax-free limits on what you can gift in a year and during your lifetime. While it may feel …