January isn’t just a time for post-holiday blues and ill-fated New Year’s resolutions. It’s also the start of new contribution limits for your retirement and investment accounts.
Read MoreIn the realm of charitable giving, Qualified Charitable Distributions (QCDs) represent a powerful yet often underutilized tool for both donors and charities. If you’re looking to maximize your philanthropic impact while potentially benefiting from tax advantages, QCDs are worth exploring. In this blog, we’ll dive into what QCDs are, how they work, and why they might be a great option for you.
Read MoreThe housing market has always been a dynamic landscape, influenced by economic shifts, demographic changes, and societal trends. As we move through 2024, it’s clear that the housing market is experiencing significant transformations.
Read MoreCash has its place in any financial plan. However, holding too much cash or cash-like investments like a CD or a Money Market account can be one of the most overlooked risks when it comes to long-term planning.
Read More