“Re-Thinking your Giving with a Donor Advised Fund”
“Donor Advised Funds are a great way to be more intentional and tax efficient with your charitable giving!”
“2022 was Tough; What’s the Outlook for 2023?”
Blog 2022 was Tough; What’s the Outlook for 2023? Investors just went through one of the toughest investment years in history. This was quite a change from 2019, 2020, and 2021 which saw strong stock and bond returns despite the pandemic. The question on...‘Setting your Sights on 2023’
Blog “Setting your Sights on 2023″ The thought of new year’s resolutions makes some people cringe. Imagine what our 2022 goals looked like in January of last year compared to what actually happened. While we may not have as crazy of a year in 2023,...‘The Highlights from Secure Act 2.0’
Blog “The Highlights from Secure Act 2.0″ In late 2019, Congress passed Setting Every Community Up for Retirement Act 1.0 (SECURE). This revised rules around retirement saving, including raising the age for required minimum distributions to 72 and...End of Year Financial Considerations
“Don’t let the year finish without considering some of these financial moves”
‘Counting Our Blessings’
“Despite the choppy market in 2022, what is something you are thankful for in your financial life?”