2021 YEAR-END TAX PLANNING

2021 YEAR-END TAX PLANNING

Today’s blog post comes to us courtesy of Sean Mullaney over at The FI Tax Guy It’s time to think about year-end tax planning. Year-end is a great time to get tax planning ducks in a row and take advantage of opportunities. Remember, the below is for educational...
When Donating Stock May Be The Way To Go

When Donating Stock May Be The Way To Go

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,...
How to Leverage the Tax Benefits of Your HSA

How to Leverage the Tax Benefits of Your HSA

For those of us with financial legacy goals, it’s easy to focus on accruing wealth surplus (i.e. the amount of accumulated wealth over and above that needed for retirement spending needs) through increasing our income or going with a more aggressive asset allocation...