Should You Be Concerned About Gift Taxes?

Should You Be Concerned About Gift Taxes?

We are fortunate to work with a generous group of clients and questions around gifting often come up often. These gifts could be money to help one of your kids with the down payment on a house, a new car for your spouse, or the donation of stock to a favorite charity....
Annual Client Letter 2024 (Reprint)

Annual Client Letter 2024 (Reprint)

  We hope your year is off to a great start and that you had a wonderful 2023! As we kick off 2024, we want to take a moment to reflect on last year and talk about some things to look for in the year ahead. 2023 Recap In looking back at 2023, it was a year of...
5 Money Lessons from Christmas Movies

5 Money Lessons from Christmas Movies

As you watch your favorite Christmas movies this holiday season, keep your eye out for some personal finance lessons. December has historically been the highest month of the year for consumer spending, however, there are lessons that can be gleaned beyond sticking to...
9 Year-End Tax Strategies

9 Year-End Tax Strategies

As we enter the last couple months of the year, it is a good time to revisit your tax planning and make sure you are taking advantage of the available opportunities. These could be moves to save taxes now or in the future. Here are nine strategies to consider before...