Manage Wealth

Tax Benefits of "Bunching" Charitable Giving

Every year income taxpayers need to decide between taking the standard deduction or itemizing. For those that itemize deductions, a strategy to combin...
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Manage Wealth

Opportunities for Maximizing Education and Retirement Accounts

The cost of education has never been higher. According to the National Center for Education Statistics, the cost of education has increased by two tim...
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Manage Wealth

Tax and Retirement Updates

The SECURE Act that was signed into law at the end of 2019 changed key rules around Individual Retirement Accounts (IRAs). Notably, the age to begin t...
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Manage Wealth

Update: Charitable Gift Annuities More Attractive As Payout Rates Rise Again

Now is a good time for those wanting to give to consider establishing a charitable gift annuity. At its core, a CGA is an arrangement whereby assets a...
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Manage Wealth

Gift Annuity Payout Rates Are Increasing

There are many ways to support charitable causes financially. There are outright cash donations, bequests in an estate, different types of charitable ...
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Manage Wealth

Social Security as an Inflation Hedge

Inflation is top of mind in the investment community. As my colleague Dan Mintz discusses in his corresponding article, inflation is historically high...
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Manage Wealth

3 Pillars for a Happy Retirement

What do a fitness tracking device, a budget, and an appointment calendar have in common? They are all tools to motivate you and monitor your progress ...
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Manage Wealth

Different Ways to Give

Philanthropy is top-of-mind for many of our clients during the holiday season. In this theme, we are pleased to republish an article that Ken Dike, ou...
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Manage Wealth

A New Era in Death and (Estate) Taxes

They say nothing in life is certain, except for death and taxes. While neither is avoidable, there may be certain ways to mitigate the impact of taxes...
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Institutions Manage Wealth

Goodbye to the Stretch-IRA and Hello to Testamentary Charitable Gift Annuities and Testamentary Charitable Remainder Trusts

The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) that went into effect at the beginning of 2020 aims to expand, preserve, an...
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