Independent financial services Blog
Donating to a university endowment is one way you can make a difference by helping to fund academic institutions. There are also some tax benefits.
Step-up in basis is an important concept for you to understand when developing an effective and comprehensive estate planning strategy.
Here are some common mistakes people make when choosing when to withdraw from a retirement account. Avoiding these mistakes can help maximize your resources.
Here are some things you can do to start improving your overall health. Taking care of your health is important for maintaining your quality of life.
A dynasty trust allows you to ensure multiple generations, your children, and grandchildren, will be taken care of financially after you have passed away.
Trauma can cause damage to the brain possibly resulting in maladaptive behaviors which can make managing your personal finances quite challenging.
Recessions require you to adapt your investment portfolio to the change in the economic conditions resulting in a downturn in the financial markets.
The Covid-19 pandemic has resulted in the dramatic increase in the use of telehealth by patients obtaining the healthcare and medical services they need.
A charitable remainder trust can allow you to take care of your heirs, fulfill your philanthropic objectives and minimize your tax liabilities.
A 401(k) is a retirement plan offered by some employers which can help you invest for your retirement years with certain tax advantages.