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Change has to start somewhere, and for many people that change is easier to make if the starting point has some meaning. It can be a birthday, an anniversary, or any other date with some symbolic weight. Most commonly, people choose the beginning of the new year. If you’re looking for some New Year’s resolutions […]
The 5 Best Financial New Year’s Resolutions Read More »
2020 has been a year like no other. Whether you’ve experienced a job loss or a loss of financial stability, there’s one thing to always remember: you do have the ability to restore your financial footing. Here are 3 steps on how to bounce back. 1. Create a Plan It’s self-assessment time! In order to
3 Ways to Restore your Financial Footing Read More »
Using donor-advised funds is a more advanced tax strategy that has gotten more popular recently with the introduction of the Tax Cuts and Jobs Act (TCJA) in February 2020. The TCJA nearly doubled the amount of the standard deduction, which makes it less advantageous to itemize deductions such as charitable contributions. For people with a
3 Reasons to Set Up a Donor-Advised Fund to Maximize Your Charitable Tax Deductions Read More »
With the end of the year rapidly approaching, it’s a good time to take stock of your financial situation as you head into 2021. 2020 has been a strange year, and a difficult year for many people. With many people’s health and/or economic livelihoods affected by COVID-19, many people’s situation looks very different than it
7 Money Steps to Take Before 2021 Read More »