by Kim Hall | Aug 7, 2024 | Taxes
Philanthropy is an important component of many financial plans, but actually navigating the world of charitable giving can feel overwhelming especially if you have tax planning considerations. Enter donor-advised funds (DAFs): innovative tools designed to simplify...
by Kim Hall | Jul 31, 2024 | Trivia
Have you been seeing all the school supplies hitting the shelves – or are even helping your kids and grandkids get back-to-school ready? In May 2024, Deloitte surveyed 1,200 US-based parents of students ranging from Kindergarten to 12th grade to learn about their...
by Kim Hall | Jul 16, 2024 | Taxes
Wonder if you’re paying too much in taxes? Building wealth is an incredible achievement, but it also comes with the responsibility of protecting and maximizing it. When you reach that coveted millionaire-next-door milestone, you may run into new hurdles when it comes...
by Kim Hall | Jul 10, 2024 | Protecting Your Assets & Credit, Retirement
Ever noticed how small luxuries tend to become everyday needs over time? That’s what “lifestyle creep” (also called “lifestyle inflation”) is all about. It’s when the occasional luxury (that pricey coffee or treat-yourself dinner) starts...
by Kim Hall | Jun 25, 2024 | Trivia
Independence day is right around the corner – a weekend of barbecues, family time, and fireworks shows. But what’s the price tag behind those festivities? Test out your knowledge with this month’s financial trivia question! How much did Americans spend on...
