family of four reading a book around a christmas tree

How Can I Give More to My Loved Ones and Less to the IRS?

“It’s the holiday season! How can I give more to my loved ones and give less to the IRS?” I could not agree more! Let’s learn from 2 of my friends (hypothetical Mike and Donna). These examples apply to people who are still working and those already enjoying retirement. Solutions for High-Income Earners Donna is  Read more ➝