Financial Insights Blog

In 2017, congress passed the Tax Cuts and Jobs Act (TCJA), nearly doubling the standard deduction. This change to the tax filing system benefits most...

One of the many things that you may think about as you get closer to retirement (or perhaps you are already retired), is how your charitable giving...

Whether it's bundling your donations in one year rather than over two, or figuring out the right year to start making major donations, there are some...

Recently, a client contacted me to help them better understand how charitable deductions work, and how a potential giver might be impacted if they...

We're often asked to help our clients think through a strategy that fulfills their desire to fund causes they believe in and their desire to save on...

Interest in sustainable, responsible impact investing (SRI), investment strategies aimed at enacting both social change and financial gain, has...

As Boomers, helping our parents out in their elder years or remembering them wistfully, we start to realize that we are becoming the next oldest...

Many people are looking for ways to keep their money close to home this holiday season while making an impact in their community. Fortunately, there...

They say it's better to give than to receive. When it comes to gifting money, you likely want to make sure your assets go to the people and causes...

I’ve never engaged in Millennial bashing because I can’t think of anything bash-worthy. I love Millennials! I have two daughters, both in their...