Advanced Tax Planning Ideas – Lumping Charitable Gifts

If you are one of the 90% of taxpayers who don't itemize deductions, you cannot claim a federal deduction for charitable donations. To get past this issue, some people lump ...
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Most Donors Make Small Charitable Gifts

The average donor household in the United States gives around $2,000 a year, with small donations making up the bulk of charitable gifts, according to a report prepared by the ...
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Maintaining Your Financial Records: The Importance of Being Organized

An important part of managing your personal finances is keeping your financial records organized. Whether it's a utility bill to show proof of residency or a Social Security card for ...
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Aging Parents and Money

Getting old is hard. Your parents’ ability to manage their own finances may decline as they age. Helping them with money matters is a sensitive issue you need to approach ...
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Elder Care Discussions

Emotions involved with caring for the elderly can seem almost as overwhelming as the finances. As your loved ones age, what topics must you be ready to discuss? Beyond money, ...
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Could these Market Pullbacks be Opportunities?

  Heeding the words from a legend: “Buy when there is blood in the streets” How this late-winter, coronavirus-induced market turbulence affects you depends upon how old you are. For ...
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