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.
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.
5 Financial Planning Tips - From my 20 years as a Financial Planner
There a few basic rules of financial planning to follow, here are 5.
Here's How to Analyze a Pension
When it comes to choosing how to take a pension, here's what you need to know.