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What About My Retirement Accounts?: Tax Efficient Charitable Giving Strategies Part 3 of 3
Tax-deferred accounts are popular tools to save for retirement, but for some retirees, these accounts come with a new challenge—Required Minimum Distributions (RMDs).
Maximizing the Benefit: Tax Efficient Charitable Giving Strategies Part 2 of 3
This part of our charitable giving series will focus on maximizing the amount your charity receives while also maximizing your tax benefits. We’ll discuss donating appreciated assets and leveraging Donor-Advised Funds for greater impact.
Laying the Groundwork: Tax Efficient Charitable Giving Strategies Part 1 of 3
Imagine a way to support your favorite charities while also cutting your tax bill. Sounds perfect, right? Before diving into specific strategies, it’s crucial to understand two essential concepts.
Beyond The Numbers – How the 4Cs Affect Business Value
It’s relatively easy to look at top-line revenue and profit, but there’s always more to the story. What are the 4Cs and how do they affect your business’s value?
Emotionally Intelligent Investing
Most investors, even professionals, woefully underperform the indexes. Ironically, attempts to “beat the market” sabotage long-term results, driven not by analytical errors but by emotional ones. Fortunately, strategies exist to both sidestep these pitfalls and leverage them to your advantage.
Striking Balance in the Risk Equation
Whether you’re a retiree enjoying the fruits of your labor or a business owner steering through the complexities of entrepreneurship, risk affects us all, and it’s crucial to find the balance between emotional resilience and financial stability.
When Markets Give You Lemons: Tax-Loss Harvesting
We’ve all heard the saying, “When life gives you lemons, make lemonade.” That same attitude can serve investors well when managing their non-retirement investment portfolios. Naturally, investors tend to place a lot of their efforts on maximizing returns but often fail to pick up the “low-hanging fruit” that can increase their net returns after taxes. […]
The #1 Challenge Facing a Growing Small Business
Why do some small businesses springboard their growth into success while other’s plateau? Let’s break this down to help you understand where you’re at and how to get beyond this challenge.
