Charitable Planning
Non-Cash Donations to Charity
Non-Cash Donations to Charity Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Purpose and legacy have long been important considerations for many people as their wealth increases over time.…
Read MoreFinancial Planning vs. Financial Purpose
Financial Planning vs. Financial Purpose Written By: Kevin Reardon, CFP® Financial planning is the process of coordinating many aspects of your finances into a singular and cohesive plan, with the…
Read MoreYear-End Planning Reminders
Year-End Financial Planning Reminders By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® As we approach the end of the year, now can be a good time to make some last-minute planning moves.…
Read MoreSustainable Investing – What is It?
By Nick Ziarek CFP®, CFA Sustainable Investing Today More and more, returns are no longer the only driver that investors look for when making their investment decisions. Among the hottest…
Read MoreAndrea’s Tip of the Month | November 2021
New 401k Contribution and Gifting Limits for 2022… and don’t forget your favorite charities this season! Increased 401k Contribution Limits On November 4th, the IRS announced that the 401k contribution…
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