Congratulations Newlyweds! Your fresh union symbolizes a new beginning facing the world. But before the glow of wedded bliss wears, it’s crucial to talk about
By Matt Ahrens, CIMA® and Scott Schaeffer
Qualified Charitable Distributions
A Qualified Charitable Distribution, or “QCD” is a direct transfer of funds
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
Almost any large nonprofit organization has a planned giving department that will guide you through the maze of giving options available. While planned giving
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)
Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability to extract personal data from popular
More than 60 million Americans had their identities stolen in 2018, a significant increase from 2015, where more than 15 million consumers were affected. With
By Tony Moeller, CPA
As summer winds down, the weather starts to get milder. However, just the opposite seems to be occurring in the stock and bond markets
Emotions involved with caring for the elderly can seem almost as overwhelming as the finances. As your loved ones age, what topics must you be ready to discuss
By Tony Moeller, CPA
The S&P 500 and Nasdaq Composite rose to new records earlier this week. Helping spur this was news that the U.S. economy
Could you list (and accurately value) all your personal property from memory? In the event you need to file a claim, a complete inventory of all your
