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Charitable Giving Strategies

December 1, 2023
Just like that, we’re in the thick of the holiday season, also known as charitable giving season. It’s a...
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How to Select a Philanthropic Organization to Support

How to Select a Philanthropic Organization to Support

August 1, 2023
Recent studies show that we are a very giving country. In 2019, the United States was estimated to have...
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Transfer Wealth Before Lifetime Exemption Expires in Two Years

Transfer Wealth Before Lifetime Exemption Expires in Two Years

August 1, 2023
When it comes to the tax-free transfer of wealth, we’re living in a golden era. Single individuals can move...
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Money Management Strategies for Your College Student or Recent Graduate

Money Management Strategies for Your College Student or Recent Graduate

August 1, 2023
Whether your adult child is a freshman at a university or you have a recent graduate, he or she...
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How Grandparents Can Help Grandchildren With College

How Grandparents Can Help Grandchildren With College

June 23, 2023
As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend...
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Aligning Your Investment Strategy with Your Values

Aligning Your Investment Strategy with Your Values

June 5, 2023
Investors Fueling Growth in SCI Known by an alphabet soup of acronyms—SCI, ESG, SRI, among others—socially conscious investing...
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6 Tips for Tax-Free Gifting

6 Tips for Tax-Free Gifting

April 4, 2023
The annual gift tax exclusion is a win-win for taxpayers, allowing you to share your wealth during your lifetime...
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10 Tips for Teaching Your Children About Wealth Management

10 Tips for Teaching Your Children About Wealth Management

March 1, 2023
Are you confident that your children will be able to responsibly manage the wealth they inherit from you? They’ll...
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Noncash Charitable Donations

Noncash Charitable Donations

January 3, 2023
Many investors will seek to offset potential tax liabilities by maximizing charitable donations. Making noncash charitable contributions can be...
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Should You Make a Qualified Charitable Distribution (QCD) by Year-end?

Should You Make a Qualified Charitable Distribution (QCD) by Year-end?

December 2, 2022
As you talk with your wealth advisor on ways to reduce your taxable income by year-end, you might want...
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Year-End Is the Perfect Time to Consider Gifting

Year-End Is the Perfect Time to Consider Gifting

June 21, 2021
As you approach year-end, consider various gifting strategies to help minimize your tax burden. From gifting to family members...
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Plan Ahead Before Transferring Wealth to Heirs

Plan Ahead Before Transferring Wealth to Heirs

June 4, 2021
Baby boomers are expected to transfer an estimated $30 to $70 trillion 1 of wealth to children and grandchildren...
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We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

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#129

Alternative Minimum Tax Explained

November 30, 2023
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#128

Incentive Stock Options Explained

November 16, 2023
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#127

6 End-of-Year Tax & Financial Planning Strategies

November 2, 2023
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