Blogs

Hey, Friends! Take a look at my top 25 recommended titles of 2020 with summaries and reflections!

Placing charitable contributions into a donor advised fund eliminates the race against the New Year’s Eve clock.

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?

We love helping our clients advance the causes of the charities that they love.

We take seriously our commitment to act solely in the best interests of our client, period.

Renting term insurance or owning all depends on the context of your life and where you are with respect to your financial goals.

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.

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.

Roth conversions can help those with future earning potential to get money to the never-taxed-again side of life before it gets expensive.

You can fund your Roth IRA on a regular basis, early, or even after the tax year is done and before your filing deadline.