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...
Many Americans saving for retirement have access to employer retirement accounts such as a 401(k), 403(b), ESOP, SIMPLE IRA, or SEP IRA accounts. Others have contributed consistently to individual accounts such as a traditional IRA. For many individuals, the assets...
Welcome to the second part of our two-part series on how to maximize your Social Security benefits! In our previous post we covered the fundamentals of Social Security with the goal of providing the basic knowledge that is necessary to understand how to get the most...
In the United States, Social Security plays a significant role in our retirement system and is a component of almost everyone’s retirement planning. It is also one of the most complex programs and is rarely understood by most people. The challenging part about Social...
Does Your Advisor Understand Taxes? Let’s begin with three questions about taxes and how they impact your life. Are taxes one of your biggest expenses each year? Would you prefer to pay as little in tax over your lifetime as legally possible? Do almost all your...
