Charitable gifting is donating wealth to a non-profit organization. The gift can be made as cash or other assets (appreciated stock). The purpose of charitable gifting is to help the organization of your choice. But, also, it can make sense from a tax perspective for...
In this week’s podcast, Tom, Brendan and Casey discuss why a move in retirement is not a silver bullet that fixes high cost of living. What lifestyle your investments have to support is THE BIGGEST factor in the retirement equation. Moving in retirement is about...
When making donations it’s important to consider whether you should be donating cash or stock to charity. In this week’s video, Tom explains the differences between public and private charities. As well as, answering whether you should donate cash or stock...
Managing your cash flow is at the heart of all personal finance. Whether investing for the future, applying for a mortgage, planning for retirement, or paying down debt, you have to know your numbers. We talked on a recent podcast about how some things cost more now...
In this week’s podcast, Tom, Brendan and Casey discuss the highest inflation reading in over 30 years. The guys share their thoughts on how to best handle inflation from an investing and financial planning standpoint. Nobody likes to pay more for everyday items....
Many folks turn to gifting strategies as a way to help their loved ones, while reducing their taxable estate. But how to go about it can be confusing. In this week’s video, Tom breakdowns the best way to gift to individuals. He covers how much each individual...
