Articles
Where and How Do You Want to Interact with Charitable Giving? In our last article, we discussed how one can determine if they can be charitable. Once you have done the analysis to determine what assets and cash flow you [...]
Intellectually, people know that charitable giving is a good thing. Emotionally, they know that giving will make them feel good. Yet, often they do not know how to think about their giving. Most questions they confront tend to center around [...]
It can be hard to see what is appropriately valued when there are so many variables, pressures and external forces at play. Despite how calm or chaotic your day might look, the environment that we live, plan, and invest in [...]
The SECURE (Setting Every Community Up For Retirement Enhancement) Act of 2019 was signed into law on December 20, 2019. It makes significant changes in how those who inherit an IRA account must make withdrawals from such accounts. Before 2020, [...]
