by Curtis | Sep 20, 2021 | Estate Planning, Retirement, Taxes
Planning for a time when you’re no longer around is hard. The most important thing is being able to continue to protect the people you love. Beyond that, a growing number of people are interested in leaving a philanthropic legacy. According to a recent survey, the top...
by Curtis | Sep 15, 2021 | Financial Planning, Retirement, Taxes
The Roth IRA isn’t usually associated with high earners because of income contribution limits. There is a multi-step strategy that can be used to get money in a Roth. A Traditional IRA can be converted to a Roth IRA even for those who exceed the Roth contribution...
by Curtis | Sep 7, 2021 | Financial Planning, Taxes
Donor-advised funds have been around for decades. Over the last several years, they’ve become popular vehicles for charitable giving. They offer immediate tax benefits as the assets contributed to the donor-advised fund convey an immediate tax deduction in the year...
by Curtis | Aug 25, 2021 | Financial Planning
We, even introverts like me, are naturally social creatures. Relationships are essential to our everyday lives. They can drive our career, be the source of fond memories, and can even help us live longer.1 There’s one relationship that impacts almost every facet of...
by Curtis | Jul 29, 2021 | Financial Planning
It’s not about how much money you have to pass on to your kids – it’s about teaching them to be money-wise. Sound financial knowledge can help them make smart financial decisions now, and in the future. There are key concepts and topics that create a foundation they...
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