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,...
With interest rates at historic lows, many investors feel nervous having bonds in their portfolio, given that bond prices have an inverse relationship to interest rates: when interest rates start to go back up, bond values will fall, causing principal losses for bond...
