Here are highlights of the 2022 key financial figures that, depending on your stage of life, may impact your tax planning this year.
Considerations for Strategic Tax and Wealth Planning in 2022
‘Tis the Season for Gifting
With the hustle and bustle of the season around us, many are considering the good cheer they can share with others. For those of the mindset that it is better to give than receive, here are some guidelines on making financial gifts.
Wrapping Up 2021 With a Bow: Year-End Planning
As we approach the hectic holiday season, we encourage you to pause and review your personal finances before we close the books on 2021.
2021 Annual Limits for Tax and Wealth Planning
The College for Financial Planning has released its 2021 Annual Guide that is a great resource for tax planning, charitable giving and other important topics.
The Gift of Charity
There are several planning opportunities for charitable giving with the remaining days in 2020 which can also be tax-savvy moves.
Lago Quoted in Forbes on the Topic of Giving with Impact
Forbes published an article titled, “Insightful Investing: Giving with Impact.” In it, our colleague, Mary Lago, CFP®, CTFA, shares the fulfillment she experiences when guiding clients toward philanthropy that’s aligned with their values.
Wealth Management Strategies for Now and Later
Executive Vice President, Mary Lago, CFP, CTFA, discusses strategies clients can employ for their long-term financial health.