Tag Archives | gifts
make a chnage charitable Photo by Kat Yukawa on Unsplash

What’s The Best Way To Give To Charity?

Many of our clients like to make gifts to charity. But what’s the best way to do so given all the recent changes in tax rules? The Journal of Financial Planning just published a research paper comparing some of the top options, like gifting assets that have gone up in value, giving directly from your […]

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Be Mine: What People Are Buying For Valentine’s Day

Don’t panic! You still have a day or two to get ready for Valentine’s Day, if that’s a holiday you intend  to celebrate. Here’s what people across the country are buying for their loved one on February 14, according to personal finance website WalletHub: Candy 52% Greeting Card 44% Flowers 35% Evening Out 34% Jewelry 18% Clothing […]

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