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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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