The IRS has carved out a way for individuals over 70.5 to make charitable donations up to a certain amount that are tax exempt. We define this as a Qualified Charitable Distribution (QCD). If you…
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Thoughts on Gifting—Leaning In to Our Inclinations Toward Generosity
Generally, when a person decides to give to others, the motivation is rooted in altruism. Someone might have a personal connection to a cause or charity, so they want to make a donation. Someone might…
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How to Financially Prepare for a Baby: 3 Ways
Although those first few months of life (and the next 18 years for that matter) can be quite the whirlwind, there are a handful of financial planning tasks that are imperative to complete. In this…
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