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Charitable Giving and National Non-Profit Day - A Great Duo
August 17th is recognized as National Non-Profit Day. Today, we recognize all the wonderful non-profit organizations that serve so many...
hillary745
Aug 17, 20222 min read
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Do You Consider Taxes as You Invest?
A few astute moves could help promote a better after-tax return. As you weigh risk vs. return, you may risk taking an eye off taxes. A...
hillary745
Apr 13, 20222 min read
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How Tax-Loss Harvesting May Help Lower Your Tax Bill
A volatile year in the financial markets can create opportunities for reducing your taxable income. Many investors use the closing months...
hillary745
Mar 21, 20222 min read
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Gifts & Taxes: What to Know Before You Give
You can be generous with your loved ones without running afoul of the rules. One way many individuals try to avoid estate and inheritance...
hillary745
Mar 7, 20222 min read
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It’s the Gift That Counts: Considering Different Charitable Donations
Whatever your reason for giving, think of different ways you can have an impact on the causes you care about. If you plan to itemize...
hillary745
Jun 15, 20212 min read
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The Importance of Pledging our Allegiance
The following story was shared by John S. McCain, USN Captain (Ret.) and U.S. Senator from Arizona. I won’t give more of an introduction...
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May 24, 20213 min read
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Common Retirement Investment Mistakes
There are a few common retirement investment mistakes to keep in mind as you seek to maximize your savings and investments. Only...
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Apr 14, 20212 min read
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