Concentrated Stock and Pooled Income Funds
shares to a pooled income fund, which can provide a means to: • Create a lifetime income stream • Receive an income tax deduction • Avoid capital gains • Establish …
Financial Guidance for Recent Widows: What Women Should Know After the Death of a Spouse
According to U.S. Census data, women are expected to live longer than men by roughly four years by 2060. What are the implications of this when it comes to money …
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Understanding Donor-Advised Funds
A donor-advised fund (DAF) is an account established through a sponsoring charity, often an organization established for the purpose of providing this type of planned giving vehicle. The donor makes …
Tax Considerations for Divorcing Couples
In a divorce, the division of property, payment of alimony, and receipt of child support come with federal income tax implications. Understanding the rules and exceptions can help you avoid …
Protecting Inheritances for Married Children
Statistics suggest that a high percentage of marriages will end in divorce. Although you may not be concerned about your own marriage, are you worried about protecting the assets of …
Is a 529 Plan the Best Way to Save for College?
To parents with aspirations of sending their children to college, the costs associated with doing so can be daunting. For decades, the price of higher education has risen at a …
Insuring Your Business
Owning a business comes with responsibility and stress. What if you owned the building in which you do business and it burned down or was vandalized? You would be responsible …
Financial Aid Myths Debunked
The purpose of financial aid is to help bridge the gap between the cost of attending college and the amount that students and their parents can afford to pay. Unfortunately, …
Financial Planning After a Divorce: What Women Should Know
The truth is, after a divorce, women tend to be hit harder financially than men. And, given that women experienced the highest rates of job losses in 2020, divorce in …
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Financial Guidance for Recent Widows: What Women Should Know After the Death of a Spouse
According to U.S. Census data, women are expected to live longer than men by roughly four years by 2060. What are the implications of this when it comes to money …
Financial Guidance for Recent Widows: What Women Should Know After the Death of a Spouse Read More »