Blog

Charitable giving is a way for affluent individuals spread their money around and to benefit causes that are near and dear to their hearts. Yet, for those who fall into the high net worth category, it is critical to structure charitable giving correctly so that you will reap the tax benefits while making the greatest impact.

If giving to charity is important to you but you have more time than money, you may wonder whether your donation of manpower will be as valuable as cash. For many charities, the answer is an unequivocal yes. Below are some tips and tricks that can help you optimize your charitable giving through volunteer work.

A business plan is critical when you're getting ready to launch a business. It helps you stay organized on the path to your goal, while also helping you to hone in on key concerns such as funding objectives and marketing plans. At the same time, your business plan can also help you attract investors.

Tips for discussing nursing homes and LTC facilities with an aging parent

Nursing homes and long-term care facilities have always been required to report all COVID-19 cases to state and local public health officials. But until recently, they were not required to share such information with federal health officials or make the information public. But that has changed.

Despite the dollars, fears and emotions – you can manage with planning

Long-term care (LTC) keeps you functioning in the face of devastating illnesses, disabilities and prolonged disorders such as Alzheimer’s disease. LTC kicks in when you lose the ability to care for yourself and can no longer do things such as bathe, dress or eat without help.

By the last third of the calendar year, you're likely to have a pretty good idea of what your annual income will be and whether any major expenses or big life changes await you.

Creating a new Mount Rushmore based on the performance of Wall Street

Every four years, Washington D.C. and Wall Street converge as Americans elect a president and Wall Street tries to figure out what the outcome means for the stock and bond markets. And since so many hypotheses on this topic abound, it’s hard to keep track of them all.

Financial planning is an important part of securing your current lifestyle as well as preparing yourself for what you wish to do in your eventual retirement. And while this importance may look different during each stage of your life, it doesn't make it any less important.

Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to review.