How can taxpayers make the most out of their charitable giving? Here is a great hack for the charitably inclined: If you have appreciated assets and plan to make a charitable contribution before the end of the year, you should consider donating that highly appreciated asset to your Donor Advised Fund (DAF) or your favorite …
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Imagine if you set yourself up for the perfect stress- and worry-free retirement. What if you could have financial freedom and retire at any age? What would that look like and what would you do? Financially, what would the perfect retirement look like for you? Possibly a stream of tax-free income that lasts your entire …
What’s more important? Netflix, Starbucks, or your Kids? It can be a little ironic how many people emphasize that their family\’s safety and financial well-being is their biggest priority and then they proceed to spend money on short-term enjoyable expenses instead of buying life insurance. For approximately $29 per month, a healthy 40-year-old male ($24 …
What’s more important? Netflix, Starbucks, or your Kids? Read More »