by Guest | Mar 17, 2023 | Giving
With so many people in need, financially supporting non-profits is more important than ever. In this video, Jeffrey Levine shares three reasons why donor advised funds are a great way to support your favorite charities while still receiving a tax break. Watch the...
by Guest | Mar 10, 2023 | Taxes
In a major win for folks with international accounts that may have forgotten to report them, on February 28, 2023, the Supreme Court held that the Bank Secrecy Act’s $10,000 maximum penalty for the non-willful failure to file a compliant report should be...
by Guest | Mar 3, 2023 | Financial Life Plan, Goals, Money Mindset
“Which questions guide our lives? Which questions do we make our own? Which questions deserve our undivided and full personal commitment. Finding the right questions is crucial to finding the right answers.” -Henri Nouwen Jacqueline Kelm, author of Appreciative...
by Guest | Feb 25, 2023 | Investing long-term, Investments
Investment opportunities exist all around the globe, but the randomness of global stock returns makes it exceedingly difficult to figure out which markets are likely to be outperformers. How should investors deal with this kind of uncertainty? First, they should...
by Guest | Feb 17, 2023 | Goals, Money Mindset
“We should never let reality interfere with our dreams. Reality can’t see what we can see.” —Simon Sinek An essential component of designing your life is envisioning. The objective of this process is to create a mental picture of your future that...
