When there are so many options for how to give, how can we determine which is best? The answer is – it depends! There is a lot that varies based on your individual circumstances, which is why it’s important to seek out advice along the way. Below we’ve compiled a few common examples as well […]
What is Cryptocurrency?
An ancient Indian folk tale tells the story of six blind men who attempt to learn what an elephant is, but disagree because they each touch only one part of the elephant. The man who touches the elephant’s side insists it’s like a wall; the one who touches the tusk considers the elephant to be […]
How to Contribute to Your IRA
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Simple and Smart Year-End Planning Moves for 2020
Income Tax Mitigation • Charitable Gifts • Personal Gifts • Workplace Benefits The following information has been updated for 2020 and 2021. Many of us cannot wait for 2020 to be over. It has brought too many unpleasant surprises – from the coronavirus pandemic, to protests across the globe, to not being able to live […]
Popular Investing Acronyms and Acrostics
Keys from the CARES Act – What You Need to Know
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on Friday, March 27, 2020. This legislation provides relief for individuals and businesses negatively impacted by the coronavirus pandemic. Though the scope of the package is extensive, we will focus on a few key points for individuals. Below is a summary of […]
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