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MONEY notes
Maximize Your Charitable Giving Tax Benefits
Charitable giving not only directly supports and strengthens your community by funding vital services and initiatives, but it may also potentially lower your tax burden. The Inflation Reduction Act adjusted federal income tax brackets in 2023, with the IRS increasing...
Quarterly Economic Review 3rd Quarter 2024
Recalibration: How a Single Word from the Fed Buoyed the Market The Fed finally delivered on its long-awaited pivot on September 18, trimming its target federal funds rate by 50 basis points (or one half of one percent) to a range of 4.75% to 5.0%. This was the Fed’s...
The ‘Not So Happily Ever After’ Financial Plan:
How to protect your financial future during a divorce When should I hire a lawyer? Does one of us need to get a new financial advisor because we currently share the same one now? How might the ownership of a family business be impacted? How should we manage custody...
The ‘Happily Ever After’ Financial Plan:
Let’s face it. When it comes to wedding planning, there’s no shortage of decisions to be made– from venue selection and guest invitations to choosing the right dress, flowers, menu, and music. But there are also several financial decisions you and your future spouse...
Quarterly Economic Review 2nd Quarter 2024
While You’re on Vacation This Summer, Your Portfolio Will Be Hard at Work It’s that time of year again. Snowbirds are heading north, school is out, and families are spending quality time together. It’s also the season when, according to popular belief, financial...
Navigating Financial Waters: A Guide to Smart Financial Planning for Young Adults
Whether you are in your teens, twenties, thirties, or beyond, having a financial plan in place can provide clarity, direction, and peace of mind for your financial future. As individuals age, their investment strategies must adapt to shifting priorities and risk...
MONEY notes
Maximize Your Charitable Giving Tax Benefits
Charitable giving not only directly supports and strengthens your community by funding vital services and initiatives, but it may also potentially lower your tax burden. The Inflation Reduction Act adjusted federal income tax brackets in 2023, with the IRS increasing...
Quarterly Economic Review 3rd Quarter 2024
Recalibration: How a Single Word from the Fed Buoyed the Market The Fed finally delivered on its long-awaited pivot on September 18, trimming its target federal funds rate by 50 basis points (or one half of one percent) to a range of 4.75% to 5.0%. This was the Fed’s...
The ‘Not So Happily Ever After’ Financial Plan:
How to protect your financial future during a divorce When should I hire a lawyer? Does one of us need to get a new financial advisor because we currently share the same one now? How might the ownership of a family business be impacted? How should we manage custody...
The ‘Happily Ever After’ Financial Plan:
Let’s face it. When it comes to wedding planning, there’s no shortage of decisions to be made– from venue selection and guest invitations to choosing the right dress, flowers, menu, and music. But there are also several financial decisions you and your future spouse...
Quarterly Economic Review 2nd Quarter 2024
While You’re on Vacation This Summer, Your Portfolio Will Be Hard at Work It’s that time of year again. Snowbirds are heading north, school is out, and families are spending quality time together. It’s also the season when, according to popular belief, financial...
Navigating Financial Waters: A Guide to Smart Financial Planning for Young Adults
Whether you are in your teens, twenties, thirties, or beyond, having a financial plan in place can provide clarity, direction, and peace of mind for your financial future. As individuals age, their investment strategies must adapt to shifting priorities and risk...