Back to Basics: Employee Benefits
From health to retirement as well as disability and life insurance, employee benefit offerings can be robust. How can you choose the best options for you? Let’s go back to basics on employee benefits.
October 2021
8 Year-End Tax Planning Tips
As we get closer to the holidays and seasonal fun to come, are you also preparing to make the most of your money come tax time? Some opportunities have a firm deadline of Dec. 31, leaving just a couple of months for your year-end tax planning steps.
Getting Your Financial House In Order
Are scattered financial accounts here, there, and everywhere making your tax-time document-gathering a chore? It could be a sign that now is the perfect time to get — and then stay — organized! Here's where you can begin as you gather your documents, create an intentionally designed account strategy, and gain some peace of mind.
How to Give Better: Community Foundations, Private Foundations, and Donor-Advised Funds
Benefit the causes you care about — while also avoiding preventable taxes. Learn some simple strategies and vehicles that can make your philanthropic donations go further!