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Charitable Giving and National Non-Profit Day - A Great Duo

August 17th is recognized as National Non-Profit Day. Today, we recognize all the wonderful non-profit organizations that serve so many...

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Do You Consider Taxes as You Invest?

A few astute moves could help promote a better after-tax return. As you weigh risk vs. return, you may risk taking an eye off taxes. A...

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How Tax-Loss Harvesting May Help Lower Your Tax Bill

A volatile year in the financial markets can create opportunities for reducing your taxable income. Many investors use the closing months...

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Gifts & Taxes: What to Know Before You Give

You can be generous with your loved ones without running afoul of the rules. One way many individuals try to avoid estate and inheritance...

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It’s the Gift That Counts: Considering Different Charitable Donations

Whatever your reason for giving, think of different ways you can have an impact on the causes you care about. If you plan to itemize...

The Importance of Pledging our Allegiance

The following story was shared by John S. McCain, USN Captain (Ret.) and U.S. Senator from Arizona. I won’t give more of an introduction...

Common Retirement Investment Mistakes

There are a few common retirement investment mistakes to keep in mind as you seek to maximize your savings and investments. Only...