Here are a few actionable ideas to use in light of the SECURE Act passage.
Category: Estate Planning
Planned Giving Strategy Update
(Does not apply to your 2017 tax return) Recent tax reform has given us a reason to examine our charitable gifting strategies. Because this involves taxes, it may not seem as if this advice is "simple" but I assure you, it is worth understanding. Whether we give our time, our money, or our goods away, the … Continue reading Planned Giving Strategy Update
How Not to Hire Me (part 2)
A look at the next steps that may help guide you in building your own personal financial plan.