As the year draws to a close, it’s a good time to turn your attention to year-end tax planning. This can be especially important for high-net-worth individuals because a well-thought-out tax strategy can help you minimize your tax liability – sometimes significantly – and make the most of
In a world where charitable giving plays a significant role in supporting the causes we care about, it’s understandable that individuals and families are seeking out efficient and effective ways to make a difference. One such avenue is the donor-advised fund (DAF), a charitable
Typically, when you think of your financial situation, your initial thoughts may not immediately gravitate toward your values. Instead, your attention may be drawn to addressing existing debt or striving toward your long-term financial objectives. Similarly, discussions about finances tend to revolve around external factors like interest rates,
If you’re a parent, you’ve likely heard the adage that “the days are long, but the years are short”. As the parent of an adult child and two teenagers who are growing up quickly, I can attest that this has felt true in my own life. Much of our parental
Fall is a time of reflection and introspection for many people. The warmer days are ending, the holiday season is nearing, and the end of the calendar year is in sight. You may be thinking back to the resolutions you made at the start of the year, assessing your progress,
When you enter into a new relationship, it’s easy to get caught up in the excitement of getting to know your significant other. The sparks are flying, you’re enjoying your time together, you seem to have a lot in common, and you may start thinking about whether it
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