The beginning of a new year presents an opportunity for investors to recalibrate and review their goals. Often among these is a renewed endeavor to give back in a charitable fashion. While it may seem counterintuitive, the appropriate planning techniques make it possible to maximize return, enhance tax efficiency and satisfy philanthropic ambitions. In lieu of traditional donations, these techniques …
Retirement Savings Checklist for 2018
When people make their resolutions for the new year, money is one of the most common themes. Whether it’s paying down debt, increasing savings, deciding to start a business or planning a vacation, money often touches our goals for the new year, whether directly or indirectly. Making sure your retirement savings is in order should be a priority for you …
3 Planning Points for Loved Ones
Originally published in the Knoxville News Sentinel Since I have been writing about my journey with my parents, I thought I would continue on the path of things we all need to do for ourselves, as well as our loved ones. There are three points that I would like to make in this article: advanced health care planning, your legacy …