Our fall 2024 financial planning newsletter is now available. We cover our perspective on the election and market timing along with an investment market update. We also announce our upcoming Optimistic Aging virtual client event and share how to save money on taxes with your charitable giving. … [Read more...]
Tax benefits from charitable giving in 2024
Yes! You can still get tax benefits from charitable giving in 2024. With the higher standard deduction, you may have seen your charitable efforts have a reduced or no benefit on your taxes in recent years. However, it's still possible for your generosity to save money on taxes. It just may require a … [Read more...]
Spring 2024 Financial Planning Newsletter
The Spring 2024 financial planning newsletter is now available. In addition to the investment market update, we include financial spring cleaning ideas and links to some of our team's favorite financial podcasts. We also provide a gentle nudge on keeping your estate planning up-to-date, along with … [Read more...]
Winter 2024 Financial Planning Newsletter
The Winter 2024 Financial Planning Newsletter is now available. It includes an investment market update and some observations about market responses to the Fed's actions. In addition, we provide some updates on the tax consequences of student loan forgiveness and how to fund a Roth IRA from a 529. … [Read more...]
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