QCD Benefits for Investors & Charities
Would you like to cut your tax bill while helping those who are less fortunate? If that’s the case, you should consider using a Qualified Charitable Distribution (QCD).
Don't Shoot the Messenger: It's Tax Time
Tax filing season is here, and many people who did not adjust their tax withholding last year when the new tax law went into effect are getting unpleasant surprises.
Pat Yourself on the Back
It is underappreciated by those who do plan for their future just how many people fail to do so.
Navigating the Social Side of Retirement
Planning your retirement is a social exercise as much as it is a financial one. Fill your days with meaningful activities to get the most out of your retirement.