How can market volatility impact your retirement plans? Learn tactics to optimize your strategy no matter what stage you are in on your retirement journey.
As a woman investor, it is important to partner with a financial advisor who understands your unique needs and perspectives.
Incorporating a large lump sum of money into a financial plan requires thinking through a series of impacts that happen over time.
The spike in inflation we’ve seen this year has impacts beyond having to pay more for goods and services. The IRS uses consumer price inflation (CPI) to determine certain increases to exemptions and deductions for federal tax purposes. These are automatic and calculated from the rise in CPI. That means that the increased inflation this […]
The impulse to help others in need and to share good fortune is universal. It has never been solely the province of the very wealthy; charitable giving at all income levels, whether by donating time, money, or expertise, is a part of many people’s life plan. When it comes to giving plans that involve donating […]
Donor-advised funds can be an excellent way to get a tax deduction now, but provide charitable gifts over a longer period of time.
The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or are considering updating your estate strategy, here are some important things to remember. Keep in mind, this article is for informational purposes only and is not a replacement […]