There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving.
While almost any larger nonprofit organization has an active planned giving program, it may come as a surprise that many smaller nonprofits are also eager to work with their...
Almost any large nonprofit organization has a planned giving department that will guide you through the maze of giving options available. While planned giving can be very beneficial – and profitable for organizations, it’s also an effective way for you to realize significant tax benefits, have income provided, and be assured that the organization or...
By Tony Moeller, CPA
Historically, November has been one of the best months for stocks and begins the major averages’ best half-year (November through April) per the...
Most financial planners advise never tapping retirement savings to pay for your kid's education. Yet about one-third of Americans with kids under 18 say they plan to use retirement savings...
In this “one-size-fits-all” world, the lords of investing wisdom praise the almighty index fund – the greatest “set-it-and-forget-it” of them all. Yet, in doing so, are they inadvertently wearing blinders to the goals and objectives of real people?
Residents, doctors and medical students are often the target of financial advisors, brokers and insurance agents because of their high earnings potential, which will most likely lead to significant investing. However, if you are in the medical profession, it's important for you to make your own informed decisions when it comes to your financial health rather than depending on a financial advisor, especially a non-fiduciary advisor, to tell you what to do with your money.
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