December 23, 2013
December 21, 2013
December 12, 2013
From a planning perspective, we have found that one of the areas that tends to cause the most amount of confusion, and misinformation, is Social Security claiming strategies. Unfortunately, many of the resources available to those approaching social security age seem to only compound the problem. Employees at your local Social Security Office can be a good resource, however, it is important to keep in mind that their job is to provide you with information: They are not advisors and will not tell you what to do.
November 29, 2013
May 9, 2013
When it comes to charitable planning and philanthropy, the three pillars of giving are time, talent, and treasure. For the treasure part of the equation, there are many ways in which one can give to a cause or organization.
Below is an overview of various charitable planning techniques many families use. Each of these strategies has pros and cons and it is up to each family to define their philanthropic goals and then to determine which solution(s) are optimal for them.