Steven Chambers, CFA®, CFP®

Steven Chambers, CFA®, CFP®

Recent Posts

Tax Planning for Retirees: Navigating the Medicare and Social Security Tax Rates

There's a right and wrong way to make withdrawals to maximize tax efficiency when you retire. If you plan for your withdrawals and income properly, you can efficiently and effectively implement...
January 06, 2022

How to Use Donor-Advised Funds for Charitable Giving & to Reduce Taxes

December 27, 2021