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Charitable Gifts from your IRA
Charitable Planning

Charitable Gifts from your IRA

How does it work? A qualified charitable donation (QCD) is money that individuals who are 70 1/2 or …


Using Net Unrealized Appreciation for Procter & Gamble PST rollovers.

Trustee’s Cost: A One Time Shot to Use It or Lose It Know your options at retirement! If …


Reducing Your Real Estate Taxes

If you’re like me, you don’t enjoy paying more tax than necessary.  One area to occasionally review is …

Investments & Market Updates

Economic & Investment Outlook 2021

There is no question that 2020 was a difficult year for most Americans.  Investors faced a unique set …

Total Wealth Planning
Investments & Market Updates

Quarter 4, 2020 Market Review

We are pleased to share a review of world capital market performance and a timeline of events that …