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Independent financial services Blog

What is a University Endowment?

What is a University Endowment?

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.

What is Step-Up in Basis?

What is Step-Up in Basis?

Step-up in basis is an important concept for you to understand when developing an effective and comprehensive estate planning strategy.

A Few Tips to Improve Your Health

A Few Tips to Improve Your Health

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.

How Does a Dynasty Trust Work?

How Does a Dynasty Trust Work?

A dynasty trust allows you to ensure multiple generations, your children, and grandchildren, will be taken care of financially after you have passed away.

How Does Trauma Affect Personal Finance?

How Does Trauma Affect Personal Finance?

Trauma can cause damage to the brain possibly resulting in maladaptive behaviors which can make managing your personal finances quite challenging.

How to Invest in a Recession

How to Invest in a Recession

Recessions require you to adapt your investment portfolio to the change in the economic conditions resulting in a downturn in the financial markets.

What is Telehealth?

What is Telehealth?

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.

What is a Charitable Remainder Trust?

What is a Charitable Remainder Trust?

A charitable remainder trust can allow you to take care of your heirs, fulfill your philanthropic objectives and minimize your tax liabilities.

What is a 401(k) Plan?

What is a 401(k) Plan?

A 401(k) is a retirement plan offered by some employers which can help you invest for your retirement years with certain tax advantages.