Insights
How can I maximize my tax savings when donating to charity?
There are several ways that you can reduce your taxes when contributing to qualified charitable organizations, so long as you are able to itemize your tax deductions. Establish a Donor-Advised Fund – Tax law changes may have ... Read more.
What should a financial planner do for me?
Financial Planners should at the very minimum: Be well educated in all areas that impact your money, not solely investments Proactively keep in touch with you Suggest creative alternatives that you may not have considered, like the ... Read more.
What gifting strategies will reduce my taxes?
Gifting can be a tax-efficient way to transfer wealth before and after your passing, and there are many strategies available depending upon your situation and goals. Gift Tax Exclusion – The IRS provides an annual gift tax ... Read more.
Why can’t I get onto the same page financially with my spouse / partner?
My spouse and I disagreed about how we made money decisions for over 20 years and as the Chief Financial Officer (CFO) of the family, I tried so many things to help her see things the way I did. ... Read more.
How do I prepare for health care costs in retirement and what portion will Medicare cover?
Budgeting retirement income for health care depends largely on your age and overall health. However, it is important to plan ahead as the cost of health care will likely increase as you age. According to the U.S. ... Read more.
Should I merge my small business?
As a small business owner there will likely come a point that involves taking your business to the next level and whether a merger or possibly even an acquisition may help you achieve your goals. With mergers ... Read more.
