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Insights From Our Office

SECURE Act 2.0 What you need to know about new retirement savings and distribution rules

Charitable Giving: Maximizing your Impact

By Adam E. Day, Financial Advisor Charitable giving is an American tradition, we even have a season called ‘giving season’, where many of...

Medicare Basics

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Back to School: Planning for the Future Cost of College

By Adam E. Day, Financial Advisor It seems like every year, Labor Day comes and goes and we think, what happened to summer? The kid’s...

Understanding donor-advised fund basics

Donor-advised funds went from 4.8% of total charitable giving in 2011 to 10.1% in 2020 and — despite all the events that occurred —...

Giving well: How can philanthropy be more focused and fulfilling?

How much thought do you give your charitable giving? Do you simply write some checks or, more likely, visit organizations’ websites, make...

Five Important Estate Planning Documents to Consider

Many people think that estate planning doesn’t apply to them, but everyone needs an estate plan. A good estate plan will help determine...