Year-end Financial Planning Reminders for Executives
Executives have many opportunities to save on income taxes, here are my top planning considerations for year-end.
If You're Doing Tax Loss Harvesting, Here's Why You Need to Know Your State's Tax Rules
Harvesting losses that are not used in the current year may cause greater harm in a state that disallows loss carryforwards.
Lower Your Income Taxes by Using a Donor Advised Fund for Charitable Contributions
While donor-advised funds can be a great way to give to a charitable cause and grow your investment portfolio, they function differently than traditional charitable donations. Find out how it works before starting yours.
Here's How to Analyze a Pension
When it comes to choosing how to take a pension, here's what you need to know.
What to look for in a disability policy
The consequences of a disability are alarming. A recent study of consumer bankruptcy filings identified an injury or illness as the third leading reason for bankruptcy, behind medical bills (#1) and a lost job (#2)