Michael Aloi, CFP

While donor advised funds can be a great way to give to charity, they can also help with income tax planning.

Gifting publicly traded stock can be win-win for the donor and the charity. Here are four tips to help you get started.

Executives can use an active indexing strategy to help diversify away from low basis company stock.

Here's what you need to know about the value, risks and tax implications with employee stock options.

The beginning of the new year is a great time for financial planning. Here I review what insurance executives need to know for 2024.