Giving Strategy for Charity Gala Season
Fewer than 15% of taxpayers itemize deductions since 2018 tax reform. Timing the donations you already plan to make can maximize tax deductions. Your charities can still receive stable monthly income via a Donor Advised Fund. This week marks the first official week of summer and, at least for my family, this change of season […]
The Hidden Benefits of Saving Early in Life
We’re all aware that saving for retirement is not a strong suit for many Americans. There is no end to the alarming statistics regarding our lack of preparedness for when it’s finally time to call it a day. The most recent head-scratcher I came across was a survey done by J.P. Morgan Asset Management and […]
Don’t Worry, There’s Still Time for 2020
I know what you are thinking. It is on everyone’s mind. “2020 was so much fun, such a great year, I wish it would stay 2020 forever.” (Disclaimer: as a new father, I am now qualified to make bad jokes). Well, unfortunately, I cannot bring back 2020, but I do have some good news: there’s […]
