Many of our clients plan to leave part of their estate to charity and part of it to individual people. If this is one of your goals, you can maximize the value of your gift by thinking about income … [Read More...]
Cash vs. Bonds in 2023
Now that interest rates are higher, you may be wondering whether it makes sense to invest in a bond fund when you can earn a relatively high rate of return on cash through money market, CDs, … [Read More...]
Buying a car in the 2020s
Buying a car? I’d always heard that your vehicle was a depreciating asset. Outside of classic cars, the joke was always “you lose 50% of the value the minute you drive it off the lot.” Then COVID came … [Read More...]