If you missed our most recent Wisdom and Wealth Educational Webinar on July 31st you can watch the video below.  This series is featuring Amanda Nathan, Partner at Gordon Thomas and Honeywell LLP, discussing estate planning for high-net-worth individuals and couples.    

In recent years, donor-advised funds (DAFs) have emerged as a versatile and impactful tool in philanthropy, offering individuals and families a structured approach to charitable giving while maximizing tax advantages and flexibility. Whether you’re a seasoned philanthropist or new to charitable giving, understanding how DAFs work and their benefits can significantly enhance your ability to […]

Saving for education is a cornerstone of financial planning for many families. One popular tool for this purpose is the 529 plan, a tax-advantaged investment account designed specifically to help pay for qualified educational expenses. In the past several years, new legislation has provided several updates that expand the flexibility of 529 plans. One such […]

From the Desk of John Walsh, CFP® Tax season is a prime chance for fraudsters to make their move. Learn how to recognize some key strategies to watch out for. Tax season is rife with opportunists who use a multitude of nefarious tactics to get you to part with your money. Increasingly sophisticated, even the […]

Consider using tax-advantaged accounts to help lower your tax bill. Even in the wake of complex tax provisions, a key to lowering your tax bill is really quite simple: report lower taxable income. Since few of us actually want to earn less, the next option to consider is to stash as much income as you […]