My take: How the SECURE Act Changes Financial Planning
I see four ways the new legislation impacts financial planning advice. Here some of my thoughts.
Making it a Win-Win: Here's how I helped a client align his values with his money
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.
Giving Season Has Arrived! Here's 5 Ways to Maximize Your Year-End Giving Strategy
As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.
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.