The Tax Benefits of Charitable Giving

by | Mar 4, 2026 | Uncategorized

Anne Frank said, “No one has ever become poor from giving.” Many people are looking for ways to help reduce their potential tax burden and charitable giving is the perfect option to help them. Retirees often choose to use their required minimum distributions (RMDs) to...

End of Year Tax Tips

by | Dec 20, 2025 | Uncategorized

For some, it’s the most wonderful time of the year, but for others it’s that dreaded time again. While some will see green others will be crying red. However, have no fear, we have some information that may help you get through this painful process a little bit...

Do You Have a Plan?

by | Nov 23, 2025 | Uncategorized

It all started with $140 and a plan. $140? A plan? What are you talking about here? Gregory and his wife, Marina, started a wedding fund for their two daughters in May 2017. At the time Mya was 9 and Callie was 2. It started with the purchase of one share of a listed...