Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments. While keeping in mind your long-term investment goals, meet with your advisor and coordinate with your tax professional to examine nuances and changes that could impact your typical year-end planning. Mind your RMDs Be thoughtful about required minimum […]

Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations. With the end of the year fast approaching, now’s the time to take advantage of tax-deferred growth opportunities, tax-advantaged investments and charitable giving opportunities, among other strategies. You’ll also want to maximize deductions and credits ahead of tax season. […]

From the Desk of Ernest Luoma, MS, CFP® Higher inflation has been in the headlines non-stop recently and it has become a problem for all of us. It is likely to remain much higher than normal for an extended period of time. Many people have an emergency fund or a large cash account set aside for various reasons […]

Wisdom with Women: Gifting Strategies – Donating to Family or Charity If you missed our most recent Wisdom with Women on June 17th featuring Amanda Burrows discussing gifting strategies, please check out our recording of the event below: Gifting Strategies: Join us as we discuss various ways to donate personal assets to charity, adult family […]

Join the PLU Gift Planning team, along with Vice President Dan Lee and Ali Criss ‘07, CFP®, CDFA™, President & Managing Partner of Financial Insights, as we share valuable information about year-end giving in light of new tax laws. Watch Now

From the now “Remote” Desk of Liliana Ayon Huerta, Tax Advisor It’s official the tax filing deadline will be delayed to July 15! Due to the COVID-19 Outbreak and with all the chaos around the world. We would like to bring you a little peace of mind! Right now, we believe we need to help each other […]