Charitable Planning
Logistics of Qualified Charitable Distributions
Logistics of Qualified Charitable Distributions (QCDs) Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® What is a Qualified Charitable Distribution (QCD)? If you are over age 70.5 and have an…
Read MoreTip of the Month | September 2022
Reminders for Charitable Giving Written By: Nick Ziarek, CFP®, CFA 1) You maximize the tax efficiency by donating appreciated stock compared to cash. 2) If you write checks to charity directly…
Read MoreFinancial Planning and Family Values
Financial Planning and Family Values Written By: Kevin Reardon, CFP® We all know that financial planning is more than just discussions about investments or retirement planning. It brings together complex…
Read MoreYour Portfolio During Volatility and Inflation
Your Portfolio During Volatility and Inflation Written By: Nick Ziarek, CFP® , CFA After markets set record highs the first few days of 2022, they have been on a steady decline.…
Read MoreTip of the Month | March 2022
Retirement Income Strategies for High-Net-Worth Individuals Written By: Kevin Reardon, CFP® For our high-net-worth clients approaching and in retirement, you may have the ability to manage your way into a…
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