September 17, 2020
tax strategies for 2020 retirees

Tax Strategies 2020 Retirees Should Keep in Mind

If you retired or plan to retire in 2020, there are a few special opportunities for some smart moves that could save you money at tax time, next April. And of course, there are also some tried – and – true principles to keep in mind regarding your retirement income […]
September 8, 2020
diversification

Diversification: Your Best Friend for the Long Haul

We often speak with clients about the importance of diversification in their investment holdings. But what is diversification, exactly, and how does it affect your portfolio? If diversification is so great, how do you achieve it, and how do you maintain it? We all know the old saying, “Don’t put […]
August 5, 2020
Charitable Giving Strategies

Private Foundation or Donor-Advised Fund? Finding the Right Charitable Giving Strategy for You

The passage of the Tax Cuts and Jobs Act of 2018 altered or eliminated the deductibility of many taxpayers’ favorite deductions, including charitable giving. But for many, especially thriving retirees and other wealthy Americans, giving to a cherished and worthy cause isn’t just about the tax benefits; it’s about the […]
July 21, 2020

The Executive’s Guide to Financial Planning

Despite their higher earnings, most executives still have trouble managing their finances. While many people might think financial planning takes a one-size-fits-all approach, the reality is that the variables are different for executives than they might be, for say, a doctor or a lawyer.   As an executive, you need a […]
July 14, 2020

How Should I Manage My Company Stock Plan?

Finance experts and advisors will more often than not advise against buying individual stocks, but there is one exception to that rule: the company stock plan. People who don’t have much exposure to commerce or finance, such as technology employees, often miss out on this brilliant opportunity. Keep reading to […]