How to increase charitable impact and reduce taxable income Key Points Charitable planning is an important topic to discuss, especially if you are facing extraordinary taxable events this year. Total giving in the U.S. during 2020, a year that included the start of the pandemic and global lockdowns, rose 5% compared to 2019, while giving from donor-advised funds rose 27%. In…

What’s The Difference? When I first start talking to a new client, I often discover that they have a financial plan. At some point in the past, they worked with a financial planner who helped them build a plan that was probably a good one for their needs at that…

So, you want to compete in an ultra marathon and you’re wondering just how you should go about training. This certainly isn’t going to be an easy task and you’re going to need to take your training very seriously so that you can get good results. Read on to see…

Tennis is one of the most popular sports for a reason and it can be a lot of fun to learn. If you’re trying to become a better tennis player, then you’ll want to focus on key areas that will improve your game. …

Let’s say you’re one of the lucky ones and have accumulated $1 million in your 401(k) retirement account after years of working. But, like many, maybe the pandemic has made you second guess being in the office and your employer is pushing older employees along. So you’ve decided to retire. …

Trail running can be very fun, but it’s important to do things as safely as you can. If you keep the following eight trail running tips in mind, then you’re going to have a better time. If you’re still new to trail running, then this is a good opportunity to…

Deciding to run a marathon can be very exciting when you’re the type of person who wants to challenge themselves. Even so, there are many potential issues that can make running a marathon tough. Take a look at the following seven things no one tells you about running a marathon. Fear Might Set in …

Sometimes companies don’t focus enough on honesty and integrity. You need to understand that how your business is perceived has an impact on how well it’s going to perform. Aside from this, you want to create a work environment where employees can thrive and provide customers with the best possible…

What’s The Difference? When I first start talking to a new client, I often discover that they have a financial plan. At some point in the past, they worked with a financial planner who helped them build a plan that was probably a good one for their needs at that time. But then……