How to Unlock the New CARES Act Charitable Deduction

The CARES Act, passed in response to the Coronavirus Pandemic, brought with it numerous financial planning opportunities. This includes a new deduction to utilize for charitable gifting. In 2020, taxpayers will be able to deduct the first $300 in charitable…

Managing the Risk of Longevity

Making decisions for retirement can feel like an overwhelming process, as it’s made up of numerous topics and considerations. Most of the time, we think about these considerations in isolation. For example, we ask ourselves: “When can I retire?” “When…

10 Steps to Maximize your Employee Benefits

Open enrollment presents a great opportunity to review your current financial situation and determine if there are any areas of your financial life that can be optimized through the benefits your employer offers. Are you taking full advantage of the…

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