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 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 | Mar 7, 2023 | Financial Planning, Taxes
It’s tax season – sorry, not a fun subject, we know. But we couldn’t resist this tax-themed trivia question that is a sure sign of the times. What percent of 2021 tax returns were “e-filed” (or filed online, as opposed to on paper)? Click your...
by Kay Dee Cole | Dec 5, 2022 | Taxes
The last weeks of the year are jam-packed with familial obligations and holiday festivities. But in between the eggnog and gift-wrapping, it’s important to make room for your financial planning. Tax planning and financial planning go hand in hand. When you combine...
by Kim Hall | Apr 21, 2022 | Taxes
When it comes to saving on your taxes, there are many long-term and short-term strategies you can use to reduce your next tax bill, and optimize your taxes for years to come. While the best way to approach your tax-saving solution is to consult with a financial...
by Kay Dee Cole | Feb 3, 2021 | Taxes, Tips for Saving
Tax policy changes often, leaving many wondering: How does that affect me? What can I do? What does savings have to do with it? But trying to predict what may happen to your future taxes and savings is a lesson in spinning plates – you never know what plates drop...
