Sophisticated financial advice for sophisticated individuals
The SECURE Act Has Passed. What Does it Mean for Your Retirement?
New legislation has passed. Discover what has changed and how it could make a major impact on your retirement savings.
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
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.
