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Why Now Is the Time for Donor-Advised Funds Before 2026 Tax Changes Hit
High-income families and philanthropic investors are increasingly turning todonor-advised funds (DAFs)tosupport the causes they care about, while also reducing taxes. DAFs enable donors to contribute...
What is Your Shell Pension Plan Really Worth? Here’s How to Calculate It.
by Alexis Long, MBA, CFP®
July 25, 2019
Rules You Need to Know to do an IRA Qualified Charitable Distribution
by Alexis Long, MBA, CFP®
October 19, 2016
Did you know that if you are not participating in your employee stock purchase plan, you could be leaving money on the table?
by Alexis Long, MBA, CFP®
July 18, 2016

