What is Protectionism?

What is Protectionism?

A donor-advised fund allows you to benefit from extra tax advantages in your charitable giving endeavors. However, there are also disadvantages to consider.

November 2022 Newsletter

November 2022 - NEWSLETTERHelping people intentionally design their wealth in a way that shapes their most inspired life.A PERPETUAL THANKSGIVING“I am thankful for what I am and have. My thanksgiving is perpetual.” Henry David Thoreau, 1865 As you celebrate...

Different Types of ESG Investments

Different Types of ESG Investments

Different Types of ESG Investments How people’s actions and decisions impact society and the world around them has become increasingly important over the years. People are beginning to be more conscious of their impact on the world in all types of areas of their...

Paying for College

Paying for College

Paying for College It has become more difficult to pay for a college education. With tuition skyrocketing many people are wondering what it really takes to pay for college. Here are some tips that you may want to consider to help you pay for a higher education for...

Why the IRS May Audit You

Why the IRS May Audit You

Why the IRS May Audit You Paying your taxes is an unavoidable requirement for most people wanting to live in society and reap the benefits of government institutions provide. This is why you are required to file your tax returns with the Internal Revenue Service (IRS)...

A Perpetual Thanksgiving

A Perpetual Thanksgiving

A Perpetual Thanksgiving “I am thankful for what I am and have. My thanksgiving is perpetual.”Henry David Thoreau, 1865 As you celebrate Thanksgiving this year, we hope you not only reflect on what you have to be thankful for – whether that means those around your...

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