As year-end and the holiday season approaches, charitable giving is once again on the minds of many individuals, and while supporting important causes is typically the primary driver of charitable giving, nearly all individuals want to make their gifts in the most tax...
Over our nation’s 200+ year history, the promise of the American dream has motivated millions of individuals to start small businesses across the country. According to the US Chamber of Commerce, there are 33.2 million small businesses in America which account for...
!!!Editor’s Note!!! If you’re like most people, your eyes glaze over and you almost instantaneously fall asleep as soon as anyone begins discussing anything as boring as health savings accounts! We don’t blame you. Saving for healthcare costs isn’t something most...
Mutual funds have long provided a simple way for Americans to diversify their assets and invest for the future. While there are historical examples of pooled investments throughout history, modern mutual funds can trace their roots back to 1924 when the oldest still...
The SECURE Act 2.0 is the newest of recent tax law changes, and it provides opportunities for many families. Beginning with the Tax Cuts and Jobs Act, otherwise known as “Trump Tax Reform” that was passed at the end of 2017, Americans have seen significant new tax...
Many Americans look forward to the day when they can apply for Medicare as their primary health insurance. While Medicare is typically affordable for most participants, families with high incomes are often met by an unwelcome surprise when they realize that Medicare...
Families who are creating a legacy through charitable giving often question whether they are using the most effective approach to fund their charitable goals. Cash is one of the most common ways to make gifts and often occurs by default when a collection bucket is...
For many Americans, saving for retirement is a top priority and ensuring that retirement savings accumulate in the most tax advantaged way is an important step in achieving the retirement of their dreams. For decades, Roth IRA accounts have provided a tax-free option...
A priority for many families who have been financially successful is creating an impact in the world around them and leaving a legacy in areas they are passionate about. This manifests itself in many ways including charitable giving. When our clients express an...
