Monthly Archives: February 2018

Faith-based Healthcare Cost Sharing: An Alternative to Traditional Health Insurance

Healthcare is a hot-button issue in the United States and one that arouses passion in many people. Regardless of their beliefs about how healthcare should be provided and paid for, most people would probably agree that the healthcare markets have been roiled in recent years and costs have risen for many people. Some Americans are […]

continue reading

Qualified Charitable Distributions: How QCDs Could Boost Charitable Giving This Year

Much has been written about how the Tax Cuts and Jobs Act that was signed into law in December could result in fewer people giving money to charities. With the standard deduction having been increased substantially, fewer people could end up itemizing deductions. This, in turn, could reduce the tax incentive to make charitable contributions […]

continue reading

Diversification and Rebalancing: Why They Are Critical When Markets Are Volatile and Asset Values Are High

We’ve seen a tremendous amount of volatility in the investing markets so far this year — and we’re not even through the first quarter yet. For example, the Dow Jones Industrial Average started off the new year with a bang, breaking through the 25,000 and 26,000 point barriers in January alone before tumbling precipitously in […]

continue reading

A Taxing Decision: Should You Itemize Deductions … or Not?

The tax reform legislation that became law at the end of last year will affect Americans’ finances in many different ways. For example, lower tax brackets will result in higher take-home pay for many people, while an expanded child tax credit will make more people eligible for this benefit. One of the biggest impacts on […]

continue reading

How can I get started?

contact us