• Blog
    Our Blog

Family Wealth

Year End Tax Tips Continued – 3 Tips for Itemizing Your Charitable Giving

As we approach year-end, I share my final commentary on tax planning in the era of the Tax Cuts and Jobs Act (TCJA). Last time, I covered why it’s now difficult to claim itemized deductions for many taxpayers. Today I offer hope for those charitably inclined. If you are still making meaningful charitable contributions, but find the TCJA makes it more difficult to write off those donations, here are 3 ways you may still be able to write off your charitable giving anyway.

Continue Reading

Year End Tax Tips Continued – Standard vs. Itemized Deduction

I’ve been on a roll lately, encouraging readers to revisit their tax planning in light of the Tax Cuts and Jobs Act (TCJA), which went into effect last year. Today, I’ll cover why it’s become so difficult to claim itemized deductions, and what that means to you. After that, I’ll cover how those who are charitably inclined might still be able to periodically itemize their deductions, with a bit of proper planning.

Continue Reading

College-Bound Kids? It’s Time to Apply for FAFSA

Are you or your kids planning to head off to college during the 2020–2021 academic year? The good news is, the U.S. Department of Education’s Free Application for Federal Student Aid (FAFSA®) makes it relatively easy to apply for federal and state, and many institutions’ financial aid opportunities in a single session. This “one-stop shopping” certainly beats having to submit separate applications for each source of funding!

Continue Reading

Finding Good Financial Advice

Unless you’re a financial advisor, you may have missed the SEC’s June release of a revised set of rules for my profession. Collectively called “Regulation Best Interest,” its mission seems noble enough: “to Enhance Protections and Preserve Choice for Retail Investors in Their Relationships With Financial Professionals.”

Continue Reading

To Trust or Not To Trust

August 23, 2019 - A frequent question we hear from new clients is, “Should I have a trust?” The answer is, “It depends.” Let’s cover some of the reasons you may want to include a trust in your estate planning.

Continue Reading

Trending Personal Finance News

white