So, are you ready to get a jump on 2019? Here are six financial best practices for the year ahead. Pick a few of them or take on the entire list. Either way, you’ll be that much further ahead by the time 2020 rolls around. Do nothing. Seriously. If you have a well-built investment …
The 4 Simplest Financial Goals You CAN Accomplish in the New Year
Whether you're a New Year's resolution person or not, there are some commitments for the new year that should fall under the category of "good common sense." However, while we would all like to achieve every objective we commit to on January 1st (maybe actually using that gym membership?), sometimes …
The Tax Cuts & Jobs Act: Charitable Giving Strategies Post-Tax Reform
Charitable giving strategies and tax deductions are top-of-mind as we near the end of 2018. This year is especially fraught as a result of changes brought about by the Tax Cuts and Jobs Act (TCJA). Many nonprofit organizations are concerned that the new tax law will result in reduced charitable …
