Preparing TaxesApril 13, 2022We have all likely heard Ben Franklin’s quote about there being only two certain things in life: death and taxes.…
How Earlier and Recurring Charitable Gifts Can Really Help!November 30, 2021One of the many great things about this time of year is the increased amount of charitable giving and overall…
Is a Donor-Advised Fund (DAF) Right for You?January 21, 2021A donor-advised fund (DAF) is like a charitable investment account with the sole purpose of supporting organizations you care about.…
Year End Tax Planning: A Few RemindersNovember 10, 2020As we approach the end of 2020, it’s a good time to take a look at your personal finances. There…
Charitable Giving: 4 Things to Know as 2020 Comes to a CloseNovember 2, 2020This year has been challenging for people, no matter their means or situation. As we approach the holiday season (and…