Wealth Management

As the year comes to a close, you may be thinking of making financial gifts in addition to trying to buy a relevant gift for the picky tween in your life. Here are a few guidelines for both charitable gifts and gifts to friends and...

Earlier this summer, the House of Representatives passed the SECURE Act (“Setting Every Community Up for Retirement Enhancement”) with bipartisan support and a nearly unanimous vote. As of the writing of this commentary, it stalled in the Senate, but reports show bipartisan support there as...

According to the National Philanthropic Trust,[1] approximately 90% of high net worth families give to charity, and in 2017, charitable giving accounted for 2.1% of gross domestic product. American families have historically given more money to charity than those in other countries, and charitable giving...

Each year around the end of March, I spend at least half a day tracking down my charitable contribution receipts in the hope of increasing my tax refund with a charitable deduction. There are plenty of tools to help me keep track of the donations,...