Tax & Estate Planning
- Feb 1 201910 Things to Know About Qualified Charitable Distributions (QCDs)
Want to save on taxes by making qualified charitable distributions (QCDs)? Here are 10 things to keep in mind as you plan out these complicated donations.Jan 7 2019Not All Investment Income Is Created Equal Because of Taxes: Case Studies
The income you earn on investments can often be deceiving. Read how taxes can affect your investment income and how we can help your complex situaiton!Dec 26 20184 of the Most Common Estate Planning Mistakes
The most common estate planning mistakes typically fall into one of four categories. Read how to avoid these mistakes in your estate plan.Dec 20 2018Trusts Might Give You Flexibility and Lower Taxes
Depending on your situaton, giving to charity can be a complicated decision. The good news is there are a variety of options. Here are 3 strategies:Dec 18 20185 Things to Consider When Looking for a Financial Advisor
Choosing a financial advisor is often difficult. Here are five important items that you should know about your advisor before you hire them!Dec 12 2018Retirement Planning: Roth IRAs vs. Traditional IRAs
When you start thinking about retirement, it’s important to carefully consider the type of IRA you choose to open. Read why we recomend Roth IRAs.Nov 29 2018It’s the Season of Giving: Make Your Charity Giving Work for You
Do you love giving to charity? Read how you can reduce the amount of taxes you will owe by taking advantage of the charity tax deduction.Nov 16 2018Gifting Remains a Viable Strategy to Limit Taxes
Charitable giving is a great way to save on taxes--even under the new Trump administration tax laws. Here are 3 great examples.Nov 7 2018Should You Pay off Your Mortgage? A Difficult Decision.
It's usually best to pay off your mortgage before retirement. That said, we don't live in a perfect world. Read our thoughts on the best course of action!