Giving Season Has Arrived! Here's 5 Ways to Maximize Your Year-End Giving Strategy
As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.
Your Guide to Year-End Charitable Giving
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.
End-of-the-Year Money Moves in 2022
Here are some things you might consider before saying goodbye to 2022.
Can You Take Advantage of a Net Unrealized Appreciation (NUA) Strategy?
This article will explain what an NUA strategy is, its potential benefits, and how it works for investors.
Retirement Hobbies You Never Knew Existed
This article will share some fun hobbies for retired people that might be out of their normal expectations.
What Is the Difference Between a Tax Credit and a Tax Deduction?
While they’re both worth getting excited over, it’s important to understand the fundamental differences between tax credits and tax deductions.