Making Charitable Giving Smarter: How Donor-Advised Funds Create Flexibility and Tax Efficiency
For those who are charitably inclined, giving isn’t just about generosity—it’s also about intention. The goal is often twofold: support the causes you care about while doing so in a financially responsible and tax-efficient way. One strategy that continues to
5 Financial Pitfalls That Can Derail Your Retirement
Retirement should be a time of peace, freedom, and fulfillment—but getting there requires more than just hitting a number in your savings account. As a financial planner, I’ve worked with countless individuals and couples navigating this transition, and one thing
Avoiding Tax-Time Stress: A CFP’s Take on Getting Prepared
As the April 15 deadline approaches, many individuals and business owners find themselves scrambling to get everything in order. But tax season doesn’t have to feel overwhelming—especially if you know what to expect and prepare early.
While there’s no way
