Unlocking the Tax Benefits of Charitable Donations
Charitable donations aren’t just about supporting causes you care about—they may be advantageous in reducing your tax burden as well. If you’re looking for ways to give back while keeping more of your hard-earned money, we think...
The College Planning Lifecycle – Stage 3: Grandparents Can Help, Too
As a parent, you have a lot on your plate. Preparing for college costs is unlikely to be your top priority. However, with college education costs having skyrocketed over the past few decades and the application process becoming ever more competitive, it is never too...
The College Planning Lifecycle – Stage 2: The High School Years
As a parent, you have a lot on your plate. Preparing for college costs is unlikely to be your top priority. However, with college education costs having skyrocketed over the past few decades and the application process becoming ever more competitive, it is never too...
The Vital Importance of IRAs
We have published this Navigator at this same time each of the past several years in order to highlight the importance of IRAs and to encourage our clients to make their annual IRA contributions prior to the tax filing deadline. Given the vital nature of this topic,...