| Note: This blog was originally posted in 2019. It has been updated with 2020 tax changes. |
With December being the most charitable month of the year, we thought it timely to dive into the topic of...
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Tax Reform 2.0: Thoughts on the OBBBA
- August 29, 2025
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Ellan Howley, CFP®
Planning & Operations Manager
December 10th, 2020
Maximize Your Charitable Giving Strategies
May 12th, 2020
5 Cybersecurity Tips for Working from Home
Cyber attacks have risen as many Americans have begun working from home amid COVID-19 “stay at home” orders. While working remotely, keep yourself (cyber) safe with these 5 tips.
December 3rd, 2019
Maximize the Science and Joy of Your Giving
With December being the most charitable month of the year, we thought it timely to dive into the topic of charitable giving before the holidays sweep us all away!
August 20th, 2019
Cash: How Much is Enough?
“How much cash should I have in savings?”
This question surfaces quite frequently when we meet with our clients. Some of them ask this question with $100 in their bank savings account while others ask this with...
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