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Q2 2021: A Campfire Economy: Shifting Toward The Heat

Q2 2021: A Campfire Economy: Shifting Toward the Heat

Cooking over a campfire is challenging. If you’ve ever done it, you know what I mean. The fire can be difficult to start, the flame heat varies, the cooking surface is often uneven and the whole cooking experience  can get…

Finding (& Funding) Your Retirement Home

Finding (& Funding) Your Retirement Home

Retirement is a time of transition. Those approaching retirement often look forward to the freedom that will be plentiful once they stop working. That flexibility not only allows them to dictate how they spend their time, but where they spend it…

Could I Reduce My Tax Bill To $0 Through Charitable Gifting?

Could I Reduce My Tax Bill to $0 through Charitable Gifting?

In light of COVID’s devastating impact on many not-for-profit groups and organizations, the IRS included a provision in the 2020 CARES Act (and more recently extended through 2021) that taxpayers can deduct 100% of cash contributions to qualifying charitable organizations.…

Life Insurance Settlements

Life Insurance Settlements

Life insurance has traditionally been purchased for any one of a handful of reasons; to protect loved ones should we die prematurely, meet business obligations, or to fulfill estate planning goals. When these purposes are no longer relevant or premiums…

Impact Giving: The Power Of Collective Giving

Impact Giving: The Power of Collective Giving

As I reflect on the pandemic and the effect it has had on our communities, I can’t help but think about the incredible need our nonprofits have faced this past year and the importance of giving back.  Giving back can…

Charitable Giving In 2021

Charitable Giving in 2021

All too often we leave our charitable giving to the end of the year when the deadline looms for making tax deductible gifts. This may cause us to make hasty decisions about where to give, how much to give and how…

Donating Your Collection Of Tangible Assets

Donating Your Collection of Tangible Assets

In a previous blog I wrote about donating your tangible property to charity – which could include artwork, jewelry, cars, or antiques, just to name a few examples. If you are considering this to divest yourself of your collection, or…

Health Care Costs In Retirement

Health Care Costs in Retirement

A lot goes into a well thought out retirement plan. Income streams, asset values, return expectations and expenses all play a key role in putting together a plan that works with a high probability of success. When it comes to…

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