Covid-19 has wreaked havoc on our lives in 2020 so far. So what do you need to know about Covid-19 and your pension plans?
A Lasting Legacy: How Covid-19 Will Affect Your Retirement
The Covid-19 pandemic has affected us all a great deal, but nobody quite knows how Covid-19 will affect your retirement and your savings.
Everyday Affluence: Estate Planning — Yes, It’s For You
Estate planning is important for everyone. If you own stuff, you need to have a plan for where that stuff will go once you’re not here to watch over it.
Charitable Giving: Beyond The Donor Advised Fund
Looking for a charitable gifting arrangement that gives back? Learn more about the benefits of CRATs, CRUTs and charitable gift annuities.
What You Need to Know About Using Donor Advised Funds
One of the common tax strategies used to get a bigger bang for a charitable donation is by contributing to a donor-advised fund. For someone looking for a way to lock in a big tax benefit now, but without the need to donate to charity immediately, a donor-advised fund can be a good solution — […]