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October 27, 2021
Rules for Charitable Giving are Always Changing

There are many tax tactics to keep in mind for preparing next year’s return. Starting well in advance of the tax filing deadline is simply a prudent thing to do. But rules for charitable giving are confusing and you must be careful before entering that deduction. Here’s some things to think about regarding Charitable Giving: recent changes made by IRS, sorting through the maze of IRS rules and knowing who you can make donations to.

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October 13, 2021
Advanced Philanthropy: Private Foundations

For many affluent individuals, occasional gifts to a favorite charity may satisfy their charitable inclinations, often with the added incentive of a substantial tax deduction, along with various estate planning benefits. There is also a far more serious side to philanthropy that is ideal for managing a large, continuous charitable giving program. How much do you know about private foundations?

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October 7, 2021
Charitable Ideas for What to Do With Your Money

Giving away some of your money is a great way to support the people and organizations you love. But there are smart ways to do it, minimizing your taxes and avoiding pitfalls along the way. This article is full of useful information. Learn from the great givers and let your advisor be your sounding board.

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October 5, 2021
What Happens if the Debt Ceiling is Not Raised?

The latest mess out of Washington is the fight to increase the federal debt ceiling. If this isn’t resolved, some fear catastrophe for the markets. Long-term financial success dictates that we learn to manage headline generated waves in the market and recognize which ones truly matter and which ones are just ripples under our boat. There’s info in this article that explains the concerns and might help you relax.

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September 28, 2021
Adapting to Changing Economic Times

When business is booming, wasteful practices may abound, but are seldom addressed by business owners in the rush to get the product out or job done. Yet, when business slows, the time is there to take stock of operations, formulate new strategies, and find innovative resources to help improve the efficiency and economy of your business. Here are some issues to consider.

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September 13, 2021
Was 9/11 This Generation's Pearl Harbor?

There are chilling similarities between Pearl Harbor and 9/11 – but fundamental differences too. Which event will have a lasting effect on our future? What meaning and significance from these two catastrophic attacks will have a greater impact on America?

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September 8, 2021
Hurricane Ida Reminds Us to Ask if it's Covered

When was the last time you actually read your homeowner’s policy? Standard coverage may not cover what you assume it would. You might consider options to add to your policy, such as endorsements and riders. This article gives three nuggets to keep in mind about homeowner insurance.

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August 31, 2021
Boost Your Retirement Plan with IRAs and 401(k)s

Early planning puts time on your side. Whether retirement is around the corner or decades away, there are more options than ever to help you plan for it. Traditional IRAs, Roth IRAs and 401(k) Plans are a few popular financial vehicles which offer tax benefits. This article gives a brief summary of these options that can help you save for your future.

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August 18, 2021
Is Your Retirement-Ship Stuck in the Suez Canal?

Do you aspire to retirement goals that are so big you feel stuck? You might be able to relate to one of the largest container ships in the world that was stuck in the Suez Canal, costing $15 million a day in lost revenues. Here’s a basic list of must-dos for 40 and 50 year old captains to help unstick your Retirement-Ship so that you might see smoother sailing.

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August 10, 2021
Four Common 401(k) Mistakes to Avoid

When you choose your investments, you want to get the most you can out of your 401(k) by allocating your money towards high returns and a balanced portfolio. While there is no one-size fits all, avoiding these four mistakes is a good start for your 401(k) plan.

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