Winston Churchill once said, “We make a living by what we get, but we make a life by what we give.” Charitable giving and gifting allows you to not only support the causes you care about and pass your assets to your family and friends, but it also allows you to leave a legacy that will pass the test of… Read More
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Year-End Financial Planning Strategies
With the New Year approaching, it is time to take advantage of year-end opportunities to boost your after-tax returns and improve your financial position. Harvest losses. No one likes losing investment value, however, losses can be a blessing in disguise. For example, capital losses can be used to offset capital gains. If capital losses exceed recognized gains, you can deduct… Read More