June 4, 2018 |
The Power of Giving the “Right” Assets to Charity – Part 2
Don’t overlook real estate and privately owned business interests.
May 16, 2018 |
Don’t Forget About Your Old Retirement Accounts
Retirement accounts in old employer’s plans still belong to you and are still invested.
May 2, 2018 |
The Power of Giving the “Right” Assets to Charity – Part 1
You can donate appreciated marketable securities to your favorite causes in lieu of cash —don’t miss out on the tax benefits you deserve.
April 16, 2018 |
Fundamentals are your most advanced investing techniques
Fundamentals of fishing applied to investing.
April 10, 2018 |
Key to Financial Success: Avoiding Stupidity
Personal finance tips to avoid the basic traps.
March 28, 2018 |
Charitable Giving Under New Tax Laws
Understanding the Donor-Advised Fund (DAF)
March 26, 2018 |
Bypassing the $10K State and Local Tax Deduction Limitation
Luckily for Pennsylvania taxpayers, there is a credit that reduces your state tax liability and allows a federal deduction.
March 19, 2018 |
Trigger Points for the Elders in Your Life
Recognizing signs that it’s time for you to take more control.
March 12, 2018 |
Part 2: My LTC Premiums Are Increasing…What should I do?
Part 2: The decisions policyholders face with LTC premium increases
Financial Planning, Retirement Planning, Wealth Management, Wealth Preservation, Wealth Protection
March 5, 2018 |
Start Your Own Charity
Don’t let a lack of available charities stymie your charitable passions.