Global financial markets regain positive momentum during Q4, mitigate worst year for a balanced portfolio since 2008.
Diversifying Philanthropy
To truly have influence in long underserved and under-resourced communities, though, clients must think about giving in their lifetime and beyond. This is a universal truth for anyone who is passionate about leaving the world a better place for future generations.
Financial Plans to Make Before 2023 is Upon Us
There are a lot of December 31st deadlines, so don’t wait too long to plan!
Celebrating National Financial Literacy Month
April is celebrated as the Financial Literacy Month. This started back in 2004, when the U.S. Congress designated April as National Financial Literacy Month. Over the years, many federal and state agencies, credit unions, schools, nonprofit organizations, and socially conscious businesses started participating in this initiative to raise awareness about the importance of financial literacy education in the United States.
Your 2020 Recovery Rebate Credit may be different than expected
The Internal revenue Service (IRS) is mailing letters to some taxpayers who had claimed the 2020 Recovery Rebate Credit (RRC) and may be getting a different amount than they expected.
Are Health Savings Accounts (HSA) the Ultimate Health Care Insurance Plan?
The Health Savings Account (HSA) has been around for more than 15 years, yet it remains one of the best-kept secrets as a tax savings and medical expense reduction tool. …