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…

3 Ways to Teach Your Teenagers About Personal Finance

Even though we’ve faced new challenges with the pandemic, it’s also presenting new opportunities. Sheltering in place has given our family time together that we otherwise never would have had.  We have spent time learning new skills. My son has…

Remember This When Investing During a Pandemic

A few weeks ago, we had the opportunity to host a client webinar focused on the recent market volatility and what it means for your investment journey.  We were pleased to welcome Dr. Apollo Lupescu to offer his expert perspective…

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