100 Books in 2020.
Hey, Friends! Take a look at my top 25 recommended titles of 2020 with summaries and reflections!
Yet Another Advantage of the Donor Advised Fund.
Placing charitable contributions into a donor advised fund eliminates the race against the New Year’s Eve clock.
Giving Appreciated Assets.
What if instead of paying tax on that brokerage account you bought back in the 80’s, you got a deduction and allocated capital to charities?
Donor Advised Funds.
We love helping our clients advance the causes of the charities that they love.
The Fiduciary Standard: Then and Now.
We take seriously our commitment to act solely in the best interests of our client, period.
Renting vs. Owning.
Renting term insurance or owning all depends on the context of your life and where you are with respect to your financial goals.
Spain’s Running of the Bulls: Rules for the Run.
Whether it’s you running with bulls in Pamplona, or your portfolio in the market, know the rules, have a good run, and be safe.
Other Ways to Use Roth.
You don’t need to get pigeon-holed into the false notion that once you fund a Roth IRA, those dollars can never be touched.
Conversion From IRA.
Roth conversions can help those with future earning potential to get money to the never-taxed-again side of life before it gets expensive.
Better Late Than Never – Funding Your Roth IRA.
You can fund your Roth IRA on a regular basis, early, or even after the tax year is done and before your filing deadline.