Planning for your financial legacy isn’t just about accumulating assets or minimizing taxes, it also includes making sure you’re prepared for retirement. Are you on track to retire on time? What if you decide to retire early? Are saving for retirement in the...
For those who prioritize a charitable legacy but also seek to minimize longevity risk, Charitable Remainder Trusts (CRTs) may be the answer. Those of us with strong charitable legacy goals often must balance our charitable desires with our need to account for...
Tax loss harvesting can be used in taxable brokerage accounts to maximize legacy giving impact. In previous blog posts, I’ve discussed various tax-advantaged accounts that can help you build your legacy, both for charitable giving purposes and to pass along to...
Cash is often the go to option for charitable giving, but by donating appreciated stock instead, you may get more bang for your buck. Creating a legacy is all about strategic financial planning, and that applies whether your goals are to provide support for charities,...
Basic estate planning can serve as a tool to help you reach your financial legacy goals, both charitable and inheritance – here’s how. Breaking financial legacy planning into smaller categories makes the incredibly complex process a bit more manageable,...
