If you’re looking for ways to maximize the tax benefits of charitable giving, donor-advised funds might be a great option. Donor-advised funds are accounts that are maintained and operated by…
Read More
Gen X has seen a lot of economic swings: the tech bubble, the great recession, and now the global pandemic. Many are caring for their Boomer-generation parents while supporting their…
As tax and financial professionals, we encourage you not to wait until January to make your plans for 2021. There are many opportunities available for financial planning that can positively…
Optimism isn’t a word we hear much lately. Most economic talk on the news is downright terrifying. But we’re here to tell you that things are actually looking up. Did…
How do you feel about investing in an election year? As frequently happens, election season is stirring up a lot of emotions. Some of the things keeping Americans up at…
We all know that women and men have unique needs in life, and that they typically approach problems differently. When it comes to managing finances and planning for the future,…
It was impossible to predict how the economy and the market would respond to our current global health crisis, but we’re relieved to say it hasn’t had as bad of…
The 2020 tax season is going to sneak up on us. Several of the coronavirus relief laws that were passed on a federal level, including the CARES Act, created new…
Between the SECURE Act and the CARES Act, retirement plan rules have seen some dramatic changes so far this year. Current retirees, as well as workers who are nearing retirement,…
The world had high hopes for 2020. With the start of a new decade came excitement and anticipation. But no one could have predicted just how memorable of a year…
