‘Tis the Season for Generosity … and Also Tax Savings


At this time of year, many people desire to help others who are less fortunate than they are by making contributions to charity. By planning carefully, you may be able to realize tax benefits when donating cash and property to qualified charitable organizations. This makes now a good time to plan out your charitable giving […]

5 New Year’s Financial Resolutions for 2017


In a few weeks there’s a good chance you’ll make some New Year’s Resolutions — for example, to lose weight, eat healthier or exercise more. As you think about your resolutions for 2017, here’s an idea: Try making some New Year’s financial resolutions. Here are 5 financial resolutions that could help make 2017 your best […]

Charitable Giving: Do You Have a Strategic Plan?


If you’re like many people, you probably donate both money and time to support charitable causes that you believe in. But have you ever thought about creating a charitable giving strategic plan? Doing so will provide a structured approach that will help you decide which charities you will support financially and with your time and […]

How to Get Creative With Life Insurance


When they hear the term “life insurance,” people usually think of an insurance policy that will provide financial protection for their family when they die. But life insurance can also be used in creative ways to accomplish other financial goals beyond just providing your loved ones with a death benefit. When used strategically, life insurance […]