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Funding Your Charitable Goals With Your Business

Funding Your Charitable Goals with Your Business

Authors: Matt Masterson and Brent Beene Funding Your Charitable Goals with Your Business - Donor Advised Funds Donor Advised Funds (DAFs) are a simple and flexible way for individuals to donate appreciated securities and direct those funds to their favorite…

Explaining The Social Security Earnings Test

Explaining the Social Security Earnings Test

Social Security is an excellent source of retirement income for individuals and is generally incorporated when creating a retirement plan.  However, it comes with a number of limitations.  One of the larger limitations is an earnings cap, which places a…

Is Your Halloween Holiday Haunted With Liabilities?

Is Your Halloween Holiday Haunted with Liabilities?

 There are plenty of things that scare us at Halloween Horror movies that feature ghosts, zombies, vampires, and werewolves come to mind immediately. What about the Halloween horror of being on the receiving end of a lawsuit? While Halloween can…

Social Security And Medicare Changes For 2017

Social Security and Medicare Changes for 2017

Social Security and Medicare Changes for 2017 The Social Security Administration (SSA) announced a number of changes for 2017 that will affect high income earners in the workforce as well as those that are retired. For those in the workforce,…

3Q 2016: Quarterly Investment Letter

3Q 2016: Quarterly Investment Letter

What Creepy-Crawlies Have in Common With the Economy Fun fact: There are approximately 8,000 species of centipedes and none of them have exactly 100 legs. Most have somewhere between 15 and 177 pairs of legs. (Who knew?) With all those…

More Than Home Healthcare: ‘CCRC Without Walls’ Option Debuts

More Than Home Healthcare: ‘CCRC Without Walls’ Option Debuts

As seniors consider both healthcare and housing decisions in retirement, their options typically extend to polar opposites. They think of either “staying at home” or “moving to a community.” In response to seniors’ growing desire to remain in their homes,…

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