Articles

Much has already been written about the updates in the new tax bill that was just passed. Most changes for individual tax payers are minor. We only focus on impacts to charitable planning here. To start, for families with long-term and sizable charitable intentions, a donor advised fund (DAF) is still your best bet if you’re not already using one. Changes to tax deductions related to charitable planning: Deductions for non-itemizers: You can now deduct up to $1000 (single) or

There's a lot of buzz around Roth IRA conversions, and for good reason. Converting your traditional IRA can be a powerful financial move,...

In wealth management, we are always focused on saving enough money to get through retirement, but relatively little effort is spent on...