Finance Planning & Investments
Year-End Charitable Giving Opportunities
Here are some ideas to consider and discuss with your advisors as we approach year-end.
11.18.24 Estate PlanningUnderstanding Qualified Charitable Distributions (QCDs)
What are QCDs? If you have investments in pretax retirement accounts (i.e., IRAs, 401(k)s, etc.), the IRS requires you to…
09.18.24 Estate PlanningUnifying Families Through Philanthropy
Giving isn’t just good for the world – it may be the secret to preserving multi-generational wealth.
07.16.24 Finance Planning & InvestmentsA Priority on Wealth Preservation
Simple strategies to protect the wealth you’ve worked to build.
03.01.24 Finance Planning & InvestmentsMaking a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
06.05.20