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December 15, 2021

New Ways to Give to Charity While Getting the Best Tax Breaks

by: Jim Kruzan, CFP®, CRPC®

With such a high standard deduction, taxpayers may not get additional itemized deductions for charitable donations. However, with a little clever...

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September 29, 2021

Your Year-End To-Do List

by: Darren Brennan, CFP®, CRPC®

The big guy in the red suit isn’t the only one who should be making a list and checking it twice. With less than 100 days left in the year,...

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