Month: December 2019

How To Spend Money During The Holidays (With Intention)

  News
  spending
If you are anything like me, you will find it super easy to spend money during the holidays. With gifts for family, friends, and loved ones, it may seem like your credit card never takes a break. But it is important to take a step back to ensure your own financial security when the temptation…
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QCD Blog

Why QCDs Are The Best Donation Strategy In Retirement

  News
  giving, retirement
Charitable giving is an important component of many people’s lives. The 2018 Tax Cuts and Jobs Act changed the way many people approach their giving strategy. With the standard deduction doubling to $12,000 for single filers and $24,000 for married filers, many families were unable to itemize their deductions, leaving avid donors looking for a…
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